2023 Form 5500 filing — International Brotherhood Of Electrical Workers Seventh District Retirement Benefit And Trust Fund
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 20240906120248NAL0001067457001) for International Brotherhood Of Electrical Workers Seventh District Retirement Benefit And Trust Fund, reported by Board Of Trustees Of International Brotherhood Of Electrical Workers under EIN 75-1679061 and plan number 001. It reports 2,187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906120248NAL0001067457001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of International Brotherhood Of Electrical Workers
- EIN
- 75-1679061
- Plan number
- 001
- Location
- Amarillo, TX
- Participants
- 2,187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,840,244
- Total liabilities (EOY)
- $76,659
- Net assets (EOY)
- $88,763,585
- Employer contributions
- $5,558,327
- Total income / additions
- $13,481,389
- Benefits paid
- $5,815,528
- Administrative expenses
- $349,361
- Total expenses
- $6,164,889
- Net increase / (decrease)
- $7,316,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smdw Cpa | NONE | $96,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $61,850 | not reported in the loaded dataset |
| Bny Mellon | NONE | $53,693 | $0 |
| Connors & Winters | NONE | $41,596 | not reported in the loaded dataset |
| Segal Advisors | NONE | $40,000 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $26,222 | not reported in the loaded dataset |