2023 Form 5500 filing — Ibew Local 683 Profit Sharing Annuity 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 20241015144512NAL0028807793019) for Ibew Local 683 Profit Sharing Annuity Plan, reported by Ibew Local 683 Board Of Trustees under EIN 34-1442087 and plan number 002. It reports 3,649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015144512NAL0028807793019
Filing year
2023
Form type
1
Plan sponsor
Ibew Local 683 Board Of Trustees
EIN
34-1442087
Plan number
002
Location
St. Louis, MO
Participants
3,649
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$215,884,239
Total liabilities (EOY)
$438,623
Net assets (EOY)
$215,445,616
Employer contributions
$11,797,737
Participant contributions
$2,148,279
Total income / additions
$43,000,777
Benefits paid
$10,768,322
Administrative expenses
$265,248
Total expenses
$11,033,570
Net increase / (decrease)
$31,967,207
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tic InternationalNONE$76,752not reported in the loaded dataset
Segal Marco AdvisorsNONE$75,000not reported in the loaded dataset
Allotta Farley Co, LpaNONE$38,361not reported in the loaded dataset
Dgperry, PllcNONE$33,484not reported in the loaded dataset
Segal Select InsuranceNONE$23,638not reported in the loaded dataset
Fidelity Investment Inst.Oper.Co.NONE$5,791not reported in the loaded dataset

Related Form 5500 pages