Western Pa Electrical Employees Pension Trust Fund — Form 5500 plan (Board Of Trustees,Ibew Local Union No 5 & Western Pa Chapter Neca)
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, Western Pa Electrical Employees Pension Trust Fund is a benefit plan reported by Board Of Trustees,Ibew Local Union No 5 & Western Pa Chapter Neca under EIN 25-6032108 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,886 participants and $734,957,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees,Ibew Local Union No 5 & Western Pa Chapter Neca
- EIN
- 25-6032108
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 4,886
- End-of-year plan assets
- $734,957,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,886 | H, C | 20240725140225NAL0014612929003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $734,957,439
- Total liabilities (EOY)
- $339,456
- Net assets (EOY)
- $734,617,983
- Net assets (BOY)
- $651,151,984
Income & contributions
- Employer contributions
- $36,239,866
- Total contributions
- $36,359,134
- Total income / additions
- $115,716,753
Expenses & distributions
- Benefits paid
- $28,849,840
- Administrative expenses
- $3,400,914
- Total expenses
- $32,250,754
- Net increase / (decrease)
- $83,465,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Services | NONE | $592,310 | not reported in the loaded dataset | 2023 |
| Qma LLC - Pnc | NONE | $522,429 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, Lp | NONE | $263,795 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Co. | NONE | $151,959 | $0 | 2023 |
| Exeter Trust Company | NONE | $101,506 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Loomis,Sayles & Company, Lp - Pnc | NONE | $75,110 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $70,891 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners - Pnc | NONE | $69,936 | not reported in the loaded dataset | 2023 |
| Pnc Advisors | NONE | $54,219 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $40,800 | not reported in the loaded dataset | 2023 |
| Cowden Associates | NONE | $29,250 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott, Llp | NONE | $15,761 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $13,181 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees,Ibew Local Union No 5 & Western Pa Chapter Neca
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Central Data Services — Schedule C compensation
- Qma LLC - Pnc — Schedule C compensation
- Manning & Napier Advisors, Lp — Schedule C compensation
- The Union Labor Life Insurance Co. — Schedule C compensation
- Exeter Trust Company — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Loomis,Sayles & Company, Lp - Pnc — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Chartwell Investment Partners - Pnc — Schedule C compensation
- Pnc Advisors — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Cowden Associates — Schedule C compensation
- Meyer, Unkovic & Scott, Llp — Schedule C compensation
- Comerica Bank — Schedule C compensation