2023 Form 5500 filing — Ibew Local No. 223 Deferred Income 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 20241014092711NAL0013058995001) for Ibew Local No. 223 Deferred Income Plan, reported by Ibew Local No. 223 Union under EIN 04-1472089 and plan number 002. It reports 566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092711NAL0013058995001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local No. 223 Union
- EIN
- 04-1472089
- Plan number
- 002
- Location
- Meriden, CT
- Participants
- 566
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,504,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,504,590
- Employer contributions
- $2,345,153
- Total income / additions
- $4,507,143
- Benefits paid
- $567,119
- Administrative expenses
- $81,302
- Total expenses
- $648,421
- Net increase / (decrease)
- $3,858,722
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | PLAN ADMINISTRATOR | $29,984 | not reported in the loaded dataset |
| New Tower Management | INVESTMENT MANAGER | $13,127 | not reported in the loaded dataset |
| Segal Roitman Llp | ATTORNEYS | $12,099 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT ADVISOR | $6,000 | not reported in the loaded dataset |