Ibew Local 466 Pension Plan — Form 5500 plan (Joint Board Of Trustees Of Ibew Local 466 Pension)
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 466 Pension Plan is a benefit plan reported by Joint Board Of Trustees Of Ibew Local 466 Pension under EIN 55-0708649 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $128,568,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Ibew Local 466 Pension
- EIN
- 55-0708649
- Plan number
- 001
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 453
- End-of-year plan assets
- $128,568,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 453 | H, C | 20241013144506NAL0012461635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,568,962
- Total liabilities (EOY)
- $85,082
- Net assets (EOY)
- $128,483,880
- Net assets (BOY)
- $110,605,867
Income & contributions
- Employer contributions
- $4,868,799
- Participant contributions
- $131,514
- Total contributions
- $5,000,313
- Total income / additions
- $26,414,187
Expenses & distributions
- Benefits paid
- $8,404,588
- Administrative expenses
- $131,586
- Total expenses
- $8,536,174
- Net increase / (decrease)
- $17,878,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | CONTRACT ADMINISTRATOR | $30,000 | not reported in the loaded dataset | 2023 |
| Standard Valuations | INVESTMENT CONSULTANT | $24,750 | not reported in the loaded dataset | 2023 |
| Peter L Smith | CONSULTANT | $20,681 | not reported in the loaded dataset | 2023 |
| John Dascoli Pllc | ATTORNEY | $14,317 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $11,048 | not reported in the loaded dataset | 2023 |
| Emplower Advisory Group | INVESTMENT MANAGER | $4,386 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Ibew Local 466 Pension
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- American Benefit Corporation — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Peter L Smith — Schedule C compensation
- John Dascoli Pllc — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Emplower Advisory Group — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation