2023 Form 5500 filing — Ibew Local Union 697 Sub 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 20241009131122NAL0009231715001) for Ibew Local Union 697 Sub Fund, reported by Board Of Trustees Ibew Local Union 697 Sub Fund under EIN 03-0545014 and plan number 503. It reports 1,324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131122NAL0009231715001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew Local Union 697 Sub Fund
- EIN
- 03-0545014
- Plan number
- 503
- Location
- Merrillville, IN
- Participants
- 1,324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,642,242
- Total liabilities (EOY)
- $11,737
- Net assets (EOY)
- $2,630,505
- Employer contributions
- $466,078
- Total income / additions
- $623,951
- Benefits paid
- $196,226
- Administrative expenses
- $103,834
- Total expenses
- $300,060
- Net increase / (decrease)
- $323,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Professionals Llp | NONE | $16,593 | not reported in the loaded dataset |
| Hagberg & Associates, P.C. | NONE | $7,574 | not reported in the loaded dataset |