I B E W Local 673 Pension Plan — Form 5500 plan (Trustees Of Plan I B E W Local 673 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 673 Pension Plan is a benefit plan reported by Trustees Of Plan I B E W Local 673 Pension Plan under EIN 34-6661994 and plan number 001. The latest loaded filing year is 2023. The filing reports 552 participants and $83,994,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plan I B E W Local 673 Pension Plan
- EIN
- 34-6661994
- Plan number
- 001
- Plan type
- 1
- Location
- Mentor, OH
- Latest filing year
- 2023
- Participants
- 552
- End-of-year plan assets
- $83,994,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 552 | H, C | 20241014201507NAL0053809090002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,994,267
- Total liabilities (EOY)
- $125,419
- Net assets (EOY)
- $83,868,848
- Net assets (BOY)
- $82,005,643
Income & contributions
- Employer contributions
- $2,580,395
- Total contributions
- $2,580,395
- Total income / additions
- $10,735,155
Expenses & distributions
- Benefits paid
- $8,137,983
- Administrative expenses
- $733,967
- Total expenses
- $8,871,950
- Net increase / (decrease)
- $1,863,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Solxsys Adminstrative Solutions LLC | FIDUCIARY | $171,796 | not reported in the loaded dataset | 2023 |
| Manning And Napier Advisors | FIDUCIARY | $129,159 | not reported in the loaded dataset | 2023 |
| Newport Investments | FIDUCIARY | $108,507 | not reported in the loaded dataset | 2023 |
| Ancora Advisors | FIDUCIARY | $78,937 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc | NONE | $42,150 | not reported in the loaded dataset | 2023 |
| Gallovic, Granito, & Co Ltd | NONE | $28,768 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | FIDUCIARY | $27,099 | not reported in the loaded dataset | 2023 |
| Pension Benefit Guaranty Corp | NONE | $20,300 | not reported in the loaded dataset | 2023 |
| Macala & Piatta, L.L.C. | NONE | $16,014 | not reported in the loaded dataset | 2023 |
| Todd Associates Inc | NONE | $10,939 | not reported in the loaded dataset | 2023 |
| Ibew 673 Fringe Benefits Funds Inc | FIDUCIARY | $8,608 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors | FIDUCIARY | $8,399 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | FIDUCIARY | $7,171 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plan I B E W Local 673 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mentor, OH
- Solxsys Adminstrative Solutions LLC — Schedule C compensation
- Manning And Napier Advisors — Schedule C compensation
- Newport Investments — Schedule C compensation
- Ancora Advisors — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- United Actuarial Services Inc — Schedule C compensation
- Gallovic, Granito, & Co Ltd — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Pension Benefit Guaranty Corp — Schedule C compensation
- Macala & Piatta, L.L.C. — Schedule C compensation
- Todd Associates Inc — Schedule C compensation
- Ibew 673 Fringe Benefits Funds Inc — Schedule C compensation
- National Real Estate Advisors — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Invesco Trust Company — Schedule C compensation