Local Union 212 Ibew Pension Trust Fund — Form 5500 plan (Local Union No 212 Ibew Pension)
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, Local Union 212 Ibew Pension Trust Fund is a benefit plan reported by Local Union No 212 Ibew Pension under EIN 31-6127280 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,874 participants and $288,312,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local Union No 212 Ibew Pension
- EIN
- 31-6127280
- Plan number
- 001
- Plan type
- 1
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 2,874
- End-of-year plan assets
- $288,312,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,874 | H, C | 20250131163011NAL0001531219002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $288,312,737
- Total liabilities (EOY)
- $469,074
- Net assets (EOY)
- $287,843,663
- Net assets (BOY)
- $266,083,456
Income & contributions
- Employer contributions
- $16,205,555
- Total contributions
- $16,205,555
- Total income / additions
- $45,253,312
Expenses & distributions
- Benefits paid
- $22,286,637
- Administrative expenses
- $1,206,468
- Total expenses
- $23,493,105
- Net increase / (decrease)
- $21,760,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $187,021 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc. | NONE | $131,135 | not reported in the loaded dataset | 2023 |
| Clarion Lion Industrial Trust | NONE | $101,899 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $87,107 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk | NONE | $82,964 | not reported in the loaded dataset | 2023 |
| Clarion Lion Properties Fund, Lp | NONE | $71,881 | not reported in the loaded dataset | 2023 |
| Stockbridge Smart Markets Fund, Lp | NONE | $65,749 | not reported in the loaded dataset | 2023 |
| Kelley Galloway Smith Goolsby, Psc | NONE | $59,979 | not reported in the loaded dataset | 2023 |
| Stockbridge Niche Logistics Fund Lp | NONE | $53,149 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $49,472 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | not reported in the loaded dataset | $47,100 | $0 | 2023 |
| Pnc Bank, National Association | NONE | $40,673 | $0 | 2023 |
| Ledbetter Partners, LLC | NONE | $37,362 | not reported in the loaded dataset | 2023 |
| Great Gray Trust Company, LLC | NONE | $21,835 | $0 | 2023 |
| Ares Real Estate Secured Income Fun | NONE | $17,966 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local Union No 212 Ibew Pension
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Zenith American Solutions, Inc. — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Clarion Lion Industrial Trust — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- Clarion Lion Properties Fund, Lp — Schedule C compensation
- Stockbridge Smart Markets Fund, Lp — Schedule C compensation
- Kelley Galloway Smith Goolsby, Psc — Schedule C compensation
- Stockbridge Niche Logistics Fund Lp — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- Ledbetter Partners, LLC — Schedule C compensation
- Great Gray Trust Company, LLC — Schedule C compensation
- Ares Real Estate Secured Income Fun — Schedule C compensation