Local Union No. 4, Ibew Pension Plan — Form 5500 plan (Local Union No. 4, Ibew)
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 No. 4, Ibew Pension Plan is a benefit plan reported by Local Union No. 4, Ibew under EIN 43-6031009 and plan number 002. The latest loaded filing year is 2023. The filing reports 595 participants and $49,059,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local Union No. 4, Ibew
- EIN
- 43-6031009
- Plan number
- 002
- Plan type
- 1
- Location
- Saint Louis, MO
- Latest filing year
- 2023
- Participants
- 595
- End-of-year plan assets
- $49,059,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 595 | H, C | 20241011142449NAL0039000656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,059,584
- Total liabilities (EOY)
- $32,815
- Net assets (EOY)
- $49,026,769
- Net assets (BOY)
- $43,645,245
Income & contributions
- Employer contributions
- $1,191,449
- Participant contributions
- $152,870
- Total contributions
- $1,344,319
- Total income / additions
- $8,967,696
Expenses & distributions
- Benefits paid
- $3,460,401
- Administrative expenses
- $125,771
- Total expenses
- $3,586,172
- Net increase / (decrease)
- $5,381,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ekon Advisors | NONE | $79,202 | not reported in the loaded dataset | 2023 |
| Ekon Benefits | NONE | $17,820 | $32,915 | 2023 |
| Invesco National Trust Company | NONE | $10,288 | $0 | 2023 |
| Grabel, Schneiders, Hollman & Co | NONE | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local Union No. 4, Ibew
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Saint Louis, MO
- Ekon Advisors — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- Invesco National Trust Company — Schedule C compensation
- Grabel, Schneiders, Hollman & Co — Schedule C compensation