I.B.E.W. Local 38 Pension Plan — Form 5500 plan (Ibew Local 38 Pension Plan)
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, I.B.E.W. Local 38 Pension Plan is a benefit plan reported by Ibew Local 38 Pension Plan under EIN 34-6574238 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,446 participants and $426,621,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 38 Pension Plan
- EIN
- 34-6574238
- Plan number
- 001
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 3,446
- End-of-year plan assets
- $426,621,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,446 | H, C | 20250215070008NAL0026084817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $426,621,117
- Total liabilities (EOY)
- $773,933
- Net assets (EOY)
- $425,847,184
- Net assets (BOY)
- $408,440,024
Income & contributions
- Employer contributions
- $24,333,448
- Total contributions
- $24,333,448
- Total income / additions
- $57,016,042
Expenses & distributions
- Benefits paid
- $37,575,655
- Administrative expenses
- $2,033,227
- Total expenses
- $39,608,882
- Net increase / (decrease)
- $17,407,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier | INVESTMENT MANAGER | $321,411 | not reported in the loaded dataset | 2023 |
| Fisher Investments | INVESTMENT MANAGER | $295,520 | not reported in the loaded dataset | 2023 |
| Earnest Partners | INVESTMENT MANAGER | $274,172 | not reported in the loaded dataset | 2023 |
| Ibew Local 38 Fringe Benefit Funds | CONTRACT ADMINISTRATOR | $202,770 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | INVESTMENT MANAGER | $167,720 | not reported in the loaded dataset | 2023 |
| Pbgc Premium | NONE | $120,742 | not reported in the loaded dataset | 2023 |
| Umb Fund Services | INVESTMENT MANAGER | $105,746 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, N.A. | INVESTMENT MANAGER | $94,656 | not reported in the loaded dataset | 2023 |
| Segal Macro Advisors | INVESTMENT CONSULTANT | $88,000 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors LLC | INVESTMENT MANAGER | $86,950 | not reported in the loaded dataset | 2023 |
| Segal Company | ACTUARY | $76,748 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | INVESTMENT MANAGER | $57,134 | not reported in the loaded dataset | 2023 |
| Allotta Farley & Co Llp | ATTORNEY | $23,576 | not reported in the loaded dataset | 2023 |
| Pnc Financial Services | CUSTODIAL | $19,895 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $16,800 | not reported in the loaded dataset | 2023 |
| Key Bank | INVESTMENT CUSTODIAN | $9,362 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | COMPUTER SERVICES | $7,840 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 38 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Manning & Napier — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Earnest Partners — Schedule C compensation
- Ibew Local 38 Fringe Benefit Funds — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Pbgc Premium — Schedule C compensation
- Umb Fund Services — Schedule C compensation
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- Segal Macro Advisors — Schedule C compensation
- National Real Estate Advisors LLC — Schedule C compensation
- Segal Company — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Allotta Farley & Co Llp — Schedule C compensation
- Pnc Financial Services — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc. — Schedule C compensation
- Key Bank — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation