Ibew Local 1245 Money Purchase Pension Plan — Form 5500 plan (Board Of Trustees Of Ibew 1245 Money Purchase 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 1245 Money Purchase Pension Plan is a benefit plan reported by Board Of Trustees Of Ibew 1245 Money Purchase Plan under EIN 94-6583240 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,651 participants and $40,387,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew 1245 Money Purchase Plan
- EIN
- 94-6583240
- Plan number
- 001
- Plan type
- 1
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 4,651
- End-of-year plan assets
- $40,387,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,651 | H, C | 20241010191927NAL0010366867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,387,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,387,947
- Net assets (BOY)
- $39,103,553
Income & contributions
- Employer contributions
- $103,616
- Total contributions
- $103,616
- Total income / additions
- $4,793,072
Expenses & distributions
- Benefits paid
- $3,069,241
- Administrative expenses
- $439,437
- Total expenses
- $3,508,678
- Net increase / (decrease)
- $1,284,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $181,083 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates, Inc. | NONE | $58,083 | not reported in the loaded dataset | 2023 |
| Evart, Young & Hobbs Inv. Mgmt | NONE | $56,355 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $24,900 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $22,986 | not reported in the loaded dataset | 2023 |
| Asb Allegiance Real Estate Fund | NONE | $22,133 | not reported in the loaded dataset | 2023 |
| William Blair & Company | NONE | $15,335 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $13,773 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | NONE | $6,282 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew 1245 Money Purchase Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Benesys Administrators — Schedule C compensation
- Alan Biller & Associates, Inc. — Schedule C compensation
- Evart, Young & Hobbs Inv. Mgmt — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Asb Allegiance Real Estate Fund — Schedule C compensation
- William Blair & Company — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Us Bank N.A. — Schedule C compensation