2023 Form 5500 filing — The Everbrite, LLC Retirement Plan For Employees Represented By The Madison Ibew Local #965 Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240126141522NAL0020407152001) for The Everbrite, LLC Retirement Plan For Employees Represented By The Madison Ibew Local #965 Pension Plan, reported by Everbrite, LLC under EIN 65-1164066 and plan number 003. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240126141522NAL0020407152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Everbrite, LLC
- EIN
- 65-1164066
- Plan number
- 003
- Location
- Greenfield, WI
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,437,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,437,759
- Employer contributions
- $145,495
- Participant contributions
- $100,537
- Total income / additions
- $1,217,863
- Benefits paid
- $740,171
- Administrative expenses
- $12,636
- Total expenses
- $752,807
- Net increase / (decrease)
- $465,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Company | RECORDKEEPER | $8,990 | $0 |
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $8,507 | not reported in the loaded dataset |
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $7,676 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,960 | $0 |