Ibew Local 269 Pension Plan — Form 5500 plan (Ibew Local 269 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 269 Pension Plan is a benefit plan reported by Ibew Local 269 Pension Fund under EIN 23-7301491 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,614 participants and $199,784,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 269 Pension Fund
- EIN
- 23-7301491
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,614
- End-of-year plan assets
- $199,784,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,614 | H, C | 20241011094337NAL0022503953002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $199,784,146
- Total liabilities (EOY)
- $330,716
- Net assets (EOY)
- $199,453,430
- Net assets (BOY)
- $174,329,349
Income & contributions
- Employer contributions
- $12,097,198
- Total contributions
- $12,097,198
- Total income / additions
- $37,803,067
Expenses & distributions
- Benefits paid
- $11,348,345
- Administrative expenses
- $1,330,641
- Total expenses
- $12,678,986
- Net increase / (decrease)
- $25,124,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $273,621 | not reported in the loaded dataset | 2023 |
| Wachovia Bank Na | NONE | $170,688 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | NONE | $91,549 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $90,248 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management | NONE | $85,197 | not reported in the loaded dataset | 2023 |
| Copeland Capital Management, LLC | NONE | $78,915 | not reported in the loaded dataset | 2023 |
| Voya Investments | NONE | $70,097 | not reported in the loaded dataset | 2023 |
| Baird Funds Inc. C/O U.S. Bancorp | NONE | $61,913 | not reported in the loaded dataset | 2023 |
| Bentall Green Oak | NONE | $54,175 | not reported in the loaded dataset | 2023 |
| Mept Newtower Trust | NONE | $53,286 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $30,742 | not reported in the loaded dataset | 2023 |
| Pfm Advisors | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Pellettieri, Rabstein & Altman | NONE | $20,873 | not reported in the loaded dataset | 2023 |
| Vanguard Institution Investor Servi | NONE | $20,160 | not reported in the loaded dataset | 2023 |
| Vanguard | NONE | $11,453 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments LLC | NONE | $10,508 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 269 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- I.E. Shaffer & Co. — Schedule C compensation
- Wachovia Bank Na — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Copeland Capital Management, LLC — Schedule C compensation
- Voya Investments — Schedule C compensation
- Baird Funds Inc. C/O U.S. Bancorp — Schedule C compensation
- Bentall Green Oak — Schedule C compensation
- Mept Newtower Trust — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Pfm Advisors — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Pellettieri, Rabstein & Altman — Schedule C compensation
- Vanguard Institution Investor Servi — Schedule C compensation
- Vanguard — Schedule C compensation
- Allspring Global Investments LLC — Schedule C compensation