Ibew Local Union No. 479 Pension Trust Fund — Form 5500 plan (Trustees Of Ibew Local Union No 479 Pension Trust 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, Ibew Local Union No. 479 Pension Trust Fund is a benefit plan reported by Trustees Of Ibew Local Union No 479 Pension Trust Fund under EIN 74-6183767 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,898 participants and $144,820,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local Union No 479 Pension Trust Fund
- EIN
- 74-6183767
- Plan number
- 001
- Plan type
- 1
- Location
- Beaumont, TX
- Latest filing year
- 2023
- Participants
- 1,898
- End-of-year plan assets
- $144,820,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,898 | H, C | 20241011085826NAL0010747731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,820,158
- Total liabilities (EOY)
- $66,171
- Net assets (EOY)
- $144,753,987
- Net assets (BOY)
- $127,925,136
Income & contributions
- Employer contributions
- $3,662,589
- Total contributions
- $3,920,639
- Total income / additions
- $23,136,256
Expenses & distributions
- Benefits paid
- $5,936,311
- Administrative expenses
- $371,094
- Total expenses
- $6,307,405
- Net increase / (decrease)
- $16,828,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hgk Trinity Street | INV MGMT | $67,380 | not reported in the loaded dataset | 2023 |
| Fidelity Manage Trust | INV MGMT | $61,985 | not reported in the loaded dataset | 2023 |
| Benefit Resources, Inc. | ADMINISTRATOR | $45,664 | not reported in the loaded dataset | 2023 |
| Segal Marco | INV ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| The Segal Co | ACTUARY | $36,549 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $17,595 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local Union No 479 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Beaumont, TX
- Hgk Trinity Street — Schedule C compensation
- Fidelity Manage Trust — Schedule C compensation
- Benefit Resources, Inc. — Schedule C compensation
- Segal Marco — Schedule C compensation
- The Segal Co — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation