Ibew Local 332 Pension Plan Part B — Form 5500 plan (Board Of Trusteees, Ibew Local 332 Pension Plan Part B)
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, Ibew Local 332 Pension Plan Part B is a benefit plan reported by Board Of Trusteees, Ibew Local 332 Pension Plan Part B under EIN 51-6105118 and plan number 005. The latest loaded filing year is 2023. The filing reports 3,950 participants and $788,515,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trusteees, Ibew Local 332 Pension Plan Part B
- EIN
- 51-6105118
- Plan number
- 005
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 3,950
- End-of-year plan assets
- $788,515,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,950 | H, C | 20241016022540NAL0050373248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $788,515,268
- Total liabilities (EOY)
- $1,154,903
- Net assets (EOY)
- $787,360,365
- Net assets (BOY)
- $695,017,483
Income & contributions
- Employer contributions
- $31,382,500
- Participant contributions
- $16,700,943
- Total contributions
- $48,083,443
- Total income / additions
- $136,593,386
Expenses & distributions
- Benefits paid
- $39,046,351
- Administrative expenses
- $1,541,432
- Total expenses
- $40,587,783
- Net increase / (decrease)
- $96,005,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $298,642 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $210,195 | not reported in the loaded dataset | 2023 |
| Ferguson Wellman | NONE | $182,782 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $103,764 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $87,293 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $69,000 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $45,111 | not reported in the loaded dataset | 2023 |
| Smart Source Critical Communication | NONE | $44,051 | not reported in the loaded dataset | 2023 |
| Joseph Herrle | NONE | $24,420 | not reported in the loaded dataset | 2023 |
| Rv Kuhns & Associates, Inc | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trusteees, Ibew Local 332 Pension Plan Part B
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services — Schedule C compensation
- Nwps — Schedule C compensation
- Ferguson Wellman — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Smart Source Critical Communication — Schedule C compensation
- Joseph Herrle — Schedule C compensation
- Rv Kuhns & Associates, Inc — Schedule C compensation