Ibew 332 Pension Plan - Part A — Form 5500 plan (Board Of Trustees, Ibew 332 Pension Plan - Part A)
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 332 Pension Plan - Part A is a benefit plan reported by Board Of Trustees, Ibew 332 Pension Plan - Part A under EIN 94-2688032 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,626 participants and $764,254,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew 332 Pension Plan - Part A
- EIN
- 94-2688032
- Plan number
- 004
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 4,626
- End-of-year plan assets
- $764,254,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,626 | H, C | 20250813105508NAL0025344178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $764,254,005
- Total liabilities (EOY)
- $2,394,165
- Net assets (EOY)
- $761,859,840
- Net assets (BOY)
- $717,780,215
Income & contributions
- Employer contributions
- $39,491,755
- Total contributions
- $39,491,755
- Total income / additions
- $91,552,165
Expenses & distributions
- Benefits paid
- $48,941,402
- Administrative expenses
- $2,193,859
- Total expenses
- $51,135,261
- Net increase / (decrease)
- $40,416,904
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Real Estate Advisors, LLC | NONE | $415,670 | not reported in the loaded dataset | 2023 |
| Panagora | NONE | $212,289 | not reported in the loaded dataset | 2023 |
| United Administrative Services | NONE | $163,209 | not reported in the loaded dataset | 2023 |
| Rreef America L.L.C. | NONE | $150,256 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $130,305 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $128,492 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein | NONE | $118,052 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $112,483 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $110,000 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $100,964 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $57,910 | not reported in the loaded dataset | 2023 |
| Smart Source Critical Communication | NONE | $41,311 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $29,245 | not reported in the loaded dataset | 2023 |
| Joseph Herrle | NONE | $24,420 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew 332 Pension Plan - Part A
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- National Real Estate Advisors, LLC — Schedule C compensation
- Panagora — Schedule C compensation
- United Administrative Services — Schedule C compensation
- Rreef America L.L.C. — Schedule C compensation
- Milliman — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Smart Source Critical Communication — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Joseph Herrle — Schedule C compensation