2023 Form 5500 filing — Ibew Local Union 375 Electricians' Retirement 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 20241001164657NAL0007128705001) for Ibew Local Union 375 Electricians' Retirement Plan, reported by Ibew 375 Electricians' Retirement Plan under EIN 23-2055388 and plan number 001. It reports 748 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001164657NAL0007128705001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew 375 Electricians' Retirement Plan
- EIN
- 23-2055388
- Plan number
- 001
- Location
- Allentown, PA
- Participants
- 748
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,013,061
- Total liabilities (EOY)
- $111,857
- Net assets (EOY)
- $169,901,204
- Employer contributions
- $9,793,438
- Total income / additions
- $33,140,845
- Benefits paid
- $8,367,170
- Administrative expenses
- $136,283
- Total expenses
- $8,503,453
- Net increase / (decrease)
- $24,637,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Strategic Advisor Group | NONE | $61,689 | not reported in the loaded dataset |
| Prudential Retirement Insurance Co | NONE | $48,515 | $0 |
| Novak Francella, LLC | NONE | $21,862 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott, Llp | NONE | $14,753 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $9,319 | not reported in the loaded dataset |
| Christman And Company | NONE | $5,650 | not reported in the loaded dataset |