2023 Form 5500 filing — Ibew Local 309 401(K) 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 20241015103008NAL0028066977005) for Ibew Local 309 401(K) Retirement Plan, reported by Trustees Of Ibew Local 309-401(K) Retirement Plan under EIN 84-1634780 and plan number 001. It reports 534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103008NAL0028066977005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local 309-401(K) Retirement Plan
- EIN
- 84-1634780
- Plan number
- 001
- Location
- Collinsville, IL
- Participants
- 534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,155,588
- Total liabilities (EOY)
- $83,144
- Net assets (EOY)
- $22,072,444
- Employer contributions
- $1,350,016
- Participant contributions
- $513,033
- Total income / additions
- $5,100,109
- Benefits paid
- $836,757
- Administrative expenses
- $90,295
- Total expenses
- $927,052
- Net increase / (decrease)
- $4,173,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $51,035 | not reported in the loaded dataset |
| Scheffel Boyle | NONE | $13,750 | not reported in the loaded dataset |
| Local 309 Electrical Health And Wel | COMMON MEMBERSHIP | $13,372 | not reported in the loaded dataset |
| Schuchat, Cook, & Werner | NONE | $7,872 | not reported in the loaded dataset |