2023 Form 5500 filing — Local 697 I.B.E.W. And Electrical Industry 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 20241009131206NAL0018349121001) for Local 697 I.B.E.W. And Electrical Industry Pension Plan, reported by Trustees Of Local 697 I.B.E.W. & Elect Industry Pension Fund under EIN 51-6133048 and plan number 001. It reports 1,728 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131206NAL0018349121001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 697 I.B.E.W. & Elect Industry Pension Fund
- EIN
- 51-6133048
- Plan number
- 001
- Location
- Merrillville, IN
- Participants
- 1,728
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $227,998,379
- Total liabilities (EOY)
- $220,819
- Net assets (EOY)
- $227,777,560
- Employer contributions
- $13,190,294
- Total income / additions
- $37,437,799
- Benefits paid
- $17,354,767
- Administrative expenses
- $1,157,001
- Total expenses
- $18,511,768
- Net increase / (decrease)
- $18,926,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates | NONE | $104,000 | not reported in the loaded dataset |
| Mk Cole | EMPLOYEE | $93,225 | not reported in the loaded dataset |
| P Keenan | ADMINISTRATOR | $65,998 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $54,620 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $44,288 | not reported in the loaded dataset |
| Intac 697 Owners' Assoc Inc | NONE | $25,982 | not reported in the loaded dataset |
| Hagberg & Associates, Pc | NONE | $20,619 | not reported in the loaded dataset |