I.B.E.W. Local No. 728 Pension Fund — Form 5500 plan (Trustees Of I.B.E.W. Local No. 728 Pension 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, I.B.E.W. Local No. 728 Pension Fund is a benefit plan reported by Trustees Of I.B.E.W. Local No. 728 Pension Fund under EIN 59-6510428 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,382 participants and $67,455,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of I.B.E.W. Local No. 728 Pension Fund
- EIN
- 59-6510428
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 1,382
- End-of-year plan assets
- $67,455,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,382 | H, C | 20240712140534NAL0011341203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,455,560
- Total liabilities (EOY)
- $74,781
- Net assets (EOY)
- $67,380,779
- Net assets (BOY)
- $63,300,734
Income & contributions
- Employer contributions
- $1,676,944
- Total contributions
- $1,676,944
- Total income / additions
- $7,730,255
Expenses & distributions
- Benefits paid
- $3,010,848
- Administrative expenses
- $639,362
- Total expenses
- $3,650,210
- Net increase / (decrease)
- $4,080,045
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust | NONE | $125,532 | not reported in the loaded dataset | 2023 |
| Neba | NONE | $119,838 | not reported in the loaded dataset | 2023 |
| Sugarman And Susskind | NONE | $85,621 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $72,255 | $0 | 2023 |
| Horizon Actuarial Services | NONE | $51,006 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $21,300 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $18,573 | $0 | 2023 |
| J.P. Morgan Asset Management | NONE | $17,138 | not reported in the loaded dataset | 2023 |
| Ibew Local 728 Union | RELATED LABOR UNION | $16,878 | not reported in the loaded dataset | 2023 |
| Profund Solutions LLC | NONE | $10,800 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisers Corp | NONE | $8,688 | not reported in the loaded dataset | 2023 |
| Truist | NONE | $7,479 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of I.B.E.W. Local No. 728 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Captrust — Schedule C compensation
- Neba — Schedule C compensation
- Sugarman And Susskind — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Comerica — Schedule C compensation
- J.P. Morgan Asset Management — Schedule C compensation
- Ibew Local 728 Union — Schedule C compensation
- Profund Solutions LLC — Schedule C compensation
- Rhumbline Advisers Corp — Schedule C compensation
- Truist — Schedule C compensation