Ibew Local 716 Pension Plan — Form 5500 plan (Board Of Trustees Of Ibew Local 716 Pension Plan)
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 716 Pension Plan is a benefit plan reported by Board Of Trustees Of Ibew Local 716 Pension Plan under EIN 74-6174676 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,292 participants and $200,759,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew Local 716 Pension Plan
- EIN
- 74-6174676
- Plan number
- 001
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 5,292
- End-of-year plan assets
- $200,759,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,292 | H, C | 20241012122508NAL0041479152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $200,759,313
- Total liabilities (EOY)
- $160,908
- Net assets (EOY)
- $200,598,405
- Net assets (BOY)
- $176,587,441
Income & contributions
- Employer contributions
- $4,023,453
- Total contributions
- $5,299,894
- Total income / additions
- $33,365,989
Expenses & distributions
- Benefits paid
- $8,081,148
- Administrative expenses
- $1,273,877
- Total expenses
- $9,355,025
- Net increase / (decrease)
- $24,010,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Resources, Inc. | ADMINISTRATOR | $214,199 | not reported in the loaded dataset | 2023 |
| Hgk Trinity | INV MGMT | $168,925 | not reported in the loaded dataset | 2023 |
| Ullico | INV MGMT | $91,092 | not reported in the loaded dataset | 2023 |
| The Segal Co | ACTUARY | $90,830 | not reported in the loaded dataset | 2023 |
| Voya | INV MGMT | $70,673 | not reported in the loaded dataset | 2023 |
| Segal Marco | INV ADVISOR | $65,000 | not reported in the loaded dataset | 2023 |
| Loomis | INV MGMT | $32,942 | not reported in the loaded dataset | 2023 |
| Neca Se | RECORDKEEPER | $32,389 | not reported in the loaded dataset | 2023 |
| Pat Flynn | ATTORNEY | $20,935 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $20,656 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew Local 716 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Benefit Resources, Inc. — Schedule C compensation
- Hgk Trinity — Schedule C compensation
- Ullico — Schedule C compensation
- The Segal Co — Schedule C compensation
- Voya — Schedule C compensation
- Segal Marco — Schedule C compensation
- Loomis — Schedule C compensation
- Neca Se — Schedule C compensation
- Pat Flynn — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation