Ibew Local Union No 607 Pension — Form 5500 plan (Trustees Of Ibew Local No 607 Pension Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ibew Local Union No 607 Pension is a benefit plan reported by Trustees Of Ibew Local No 607 Pension Fund under EIN 23-6423158 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $20,181,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local No 607 Pension Fund
- EIN
- 23-6423158
- Plan number
- 001
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 312
- End-of-year plan assets
- $20,181,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20241004121929NAL0023667938001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,181,791
- Total liabilities (EOY)
- $47,688
- Net assets (EOY)
- $20,134,103
- Net assets (BOY)
- $17,380,159
Income & contributions
- Employer contributions
- $906,733
- Total contributions
- $1,380,258
- Total income / additions
- $4,148,512
Expenses & distributions
- Benefits paid
- $1,245,550
- Administrative expenses
- $149,018
- Total expenses
- $1,394,568
- Net increase / (decrease)
- $2,753,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fabian & Byrn | NONE | $42,651 | not reported in the loaded dataset | 2023 |
| Andco | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Cowden Associates, Inc. | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| The Manufacturers And Trades Trust | NONE | $12,059 | $0 | 2023 |
| Fischer Dorwart, Pc | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott Llp | NONE | $9,069 | not reported in the loaded dataset | 2023 |
| Kang, Haggerty & Fretbroyt LLC | NONE | $8,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local No 607 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Fabian & Byrn — Schedule C compensation
- Andco — Schedule C compensation
- Cowden Associates, Inc. — Schedule C compensation
- The Manufacturers And Trades Trust — Schedule C compensation
- Fischer Dorwart, Pc — Schedule C compensation
- Meyer Unkovic & Scott Llp — Schedule C compensation
- Kang, Haggerty & Fretbroyt LLC — Schedule C compensation