2023 Form 5500 filing — Ibew Local No 461 Defined Contribution 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 20241014170015NAL0013657491011) for Ibew Local No 461 Defined Contribution Pension Plan, reported by Board Of Trustees Ibew Local No 461 Defined Contribution Pension under EIN 36-2882653 and plan number 001. It reports 995 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170015NAL0013657491011
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew Local No 461 Defined Contribution Pension
- EIN
- 36-2882653
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 995
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,900,903
- Total liabilities (EOY)
- $341,769
- Net assets (EOY)
- $153,559,134
- Employer contributions
- $7,978,078
- Total income / additions
- $30,333,348
- Benefits paid
- $4,901,097
- Administrative expenses
- $200,862
- Total expenses
- $5,101,959
- Net increase / (decrease)
- $25,231,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa Investment Group | NONE | $75,000 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $57,268 | not reported in the loaded dataset |
| Tic International | NONE | $38,471 | not reported in the loaded dataset |
| Eric J. Fernandez & Co. | NONE | $24,482 | not reported in the loaded dataset |
| New York Life Trust Company | NONE | $9,689 | $0 |
| Ibew Local 461 | PLAN MANAGER | $8,658 | not reported in the loaded dataset |
| Richard J. Wolf Co. | NONE | $6,085 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $5,775 | not reported in the loaded dataset |
| Kovitz Investment Group | NONE | $5,423 | not reported in the loaded dataset |