Int'L Brotherhood Of Electrical Workers' Pension Benefit Fund — Form 5500 plan (International Brotherhood Of Electrical Workers' Pension Benefit Fund)
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, Int'L Brotherhood Of Electrical Workers' Pension Benefit Fund is a benefit plan reported by International Brotherhood Of Electrical Workers' Pension Benefit Fund under EIN 53-0088380 and plan number 001. The latest loaded filing year is 2023. The filing reports 556,598 participants and $2,573,431,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Brotherhood Of Electrical Workers' Pension Benefit Fund
- EIN
- 53-0088380
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 556,598
- End-of-year plan assets
- $2,573,431,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 556,598 | H, C | 20250409201510NAL0022944017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,573,431,912
- Total liabilities (EOY)
- $55,362,028
- Net assets (EOY)
- $2,518,069,884
- Net assets (BOY)
- $2,402,321,430
Income & contributions
- Participant contributions
- $107,027,755
- Total contributions
- $107,027,755
- Total income / additions
- $323,898,859
Expenses & distributions
- Benefits paid
- $193,352,311
- Administrative expenses
- $14,798,094
- Total expenses
- $208,150,405
- Net increase / (decrease)
- $115,748,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.B.E.W. | SPONSOR | $2,900,000 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $1,813,688 | $0 | 2023 |
| Ullico Investment Advisors, Inc. | NONE | $1,538,667 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $1,019,080 | not reported in the loaded dataset | 2023 |
| Potts-Dupre, Hawkins & Kramer, Chtd | NONE | $577,003 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $573,709 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $441,695 | not reported in the loaded dataset | 2023 |
| Lord, Abbett & Co. LLC | NONE | $438,968 | not reported in the loaded dataset | 2023 |
| Barrow Hanley Global Investors | NONE | $205,578 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $137,256 | not reported in the loaded dataset | 2023 |
| Cs Capital Management, Inc. | NONE | $132,037 | not reported in the loaded dataset | 2023 |
| Pyramis/Fidelity Asset Management | NONE | $122,577 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $78,941 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $74,800 | not reported in the loaded dataset | 2023 |
| Jarislowsky, Fraser Limited | NONE | $73,010 | not reported in the loaded dataset | 2023 |
| Payden & Rygel | NONE | $53,103 | not reported in the loaded dataset | 2023 |
| Parametric Group | NONE | $50,358 | not reported in the loaded dataset | 2023 |
| Intech Investment Management LLC | NONE | $28,693 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Brotherhood Of Electrical Workers' Pension Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- I.B.E.W. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Potts-Dupre, Hawkins & Kramer, Chtd — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Lord, Abbett & Co. LLC — Schedule C compensation
- Barrow Hanley Global Investors — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Cs Capital Management, Inc. — Schedule C compensation
- Pyramis/Fidelity Asset Management — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Jarislowsky, Fraser Limited — Schedule C compensation
- Payden & Rygel — Schedule C compensation
- Parametric Group — Schedule C compensation
- Intech Investment Management LLC — Schedule C compensation