Ibt Consolidated Pension Plan — Form 5500 plan (Bd Of Trustees Of Ibt Consolidated 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, Ibt Consolidated Pension Plan is a benefit plan reported by Bd Of Trustees Of Ibt Consolidated Pension Fund under EIN 82-2153627 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,274 participants and $171,141,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Of Ibt Consolidated Pension Fund
- EIN
- 82-2153627
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 4,274
- End-of-year plan assets
- $171,141,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,274 | H, C | 20241014105400NAL0013162291004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,141,153
- Total liabilities (EOY)
- $233,583
- Net assets (EOY)
- $170,907,570
- Net assets (BOY)
- $151,874,723
Income & contributions
- Employer contributions
- $10,210,617
- Total contributions
- $10,210,617
- Total income / additions
- $23,922,260
Expenses & distributions
- Benefits paid
- $3,192,430
- Administrative expenses
- $1,696,983
- Total expenses
- $4,889,413
- Net increase / (decrease)
- $19,032,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $674,583 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $171,422 | not reported in the loaded dataset | 2023 |
| Venable, Llp | NONE | $92,345 | not reported in the loaded dataset | 2023 |
| Eqt Fund Management | NONE | $90,909 | $0 | 2023 |
| The Bank Of Bny Mellon | NONE | $64,725 | $0 | 2023 |
| Aberdeen Standard Investments Inc. | NONE | $59,912 | not reported in the loaded dataset | 2023 |
| K&H Integrated Print Solutions | NONE | $46,243 | not reported in the loaded dataset | 2023 |
| Ernst & Young | NONE | $43,478 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $37,000 | not reported in the loaded dataset | 2023 |
| Nepc | NONE | $34,922 | not reported in the loaded dataset | 2023 |
| Brandywine Global Inv Mgmnt LLC | NONE | $31,028 | $0 | 2023 |
| Northbridge Partners LLC | NONE | $24,775 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $21,928 | not reported in the loaded dataset | 2023 |
| Crayhill Capital Management Lp | NONE | $20,711 | $0 | 2023 |
| Pnc Bank, Na | NONE | $17,984 | $0 | 2023 |
| Francisco Partners | NONE | $14,192 | $0 | 2023 |
| Nisa Investment Advisors, LLC | NONE | $12,233 | not reported in the loaded dataset | 2023 |
| Calodine Credit Management | NONE | $10,885 | $0 | 2023 |
| William Blair | NONE | $10,411 | $0 | 2023 |
| Fact Capital Lp | NONE | $9,218 | $0 | 2023 |
| Segal Select Ins. Services, Inc. | NONE | $0 | $9,102 | 2023 |
| Kayne Anderson Rudnick | NONE | $2,841 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Of Ibt Consolidated Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Northwest Administrators, Inc. — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Venable, Llp — Schedule C compensation
- Eqt Fund Management — Schedule C compensation
- The Bank Of Bny Mellon — Schedule C compensation
- Aberdeen Standard Investments Inc. — Schedule C compensation
- K&H Integrated Print Solutions — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Nepc — Schedule C compensation
- Brandywine Global Inv Mgmnt LLC — Schedule C compensation
- Northbridge Partners LLC — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Crayhill Capital Management Lp — Schedule C compensation
- Pnc Bank, Na — Schedule C compensation
- Francisco Partners — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Calodine Credit Management — Schedule C compensation
- William Blair — Schedule C compensation
- Fact Capital Lp — Schedule C compensation
- Segal Select Ins. Services, Inc. — Schedule C compensation
- Kayne Anderson Rudnick — Schedule C compensation