Ibew Local 712 Pension Trust Fund — Form 5500 plan (Ibew Local 712 Pension Trust 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 712 Pension Trust Fund is a benefit plan reported by Ibew Local 712 Pension Trust Fund under EIN 25-1297810 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,268 participants and $99,294,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 712 Pension Trust Fund
- EIN
- 25-1297810
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,268
- End-of-year plan assets
- $99,294,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,268 | H, C | 20241014132119NAL0027374721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,294,392
- Total liabilities (EOY)
- $120,842
- Net assets (EOY)
- $99,173,550
- Net assets (BOY)
- $92,136,950
Income & contributions
- Employer contributions
- $5,592,514
- Total contributions
- $5,592,514
- Total income / additions
- $16,259,442
Expenses & distributions
- Benefits paid
- $8,734,183
- Administrative expenses
- $488,659
- Total expenses
- $9,222,842
- Net increase / (decrease)
- $7,036,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Investments | NONE | $92,822 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $91,502 | $0 | 2023 |
| Cds Administrators | NONE | $61,179 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott Llp | NONE | $46,454 | not reported in the loaded dataset | 2023 |
| Cowden Associates Inc | NONE | $35,659 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $34,335 | not reported in the loaded dataset | 2023 |
| Victory Capital Intl Collect Tr | NONE | $12,783 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 712 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Morgan Stanley Investments — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Cds Administrators — Schedule C compensation
- Meyer, Unkovic & Scott Llp — Schedule C compensation
- Cowden Associates Inc — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Victory Capital Intl Collect Tr — Schedule C compensation