2023 Form 5500 filing — Local 231 Ibew 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 20241114144505NAL0039873218001) for Local 231 Ibew Retirement Plan, reported by Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust under EIN 42-1086362 and plan number 001. It reports 528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114144505NAL0039873218001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust
- EIN
- 42-1086362
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,356,208
- Total liabilities (EOY)
- $34,517
- Net assets (EOY)
- $53,321,691
- Employer contributions
- $2,706,302
- Participant contributions
- $217,870
- Total income / additions
- $7,844,347
- Benefits paid
- $2,119,447
- Administrative expenses
- $171,220
- Total expenses
- $2,290,667
- Net increase / (decrease)
- $5,553,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | not reported in the loaded dataset | $38,390 | not reported in the loaded dataset |
| Vanguard | not reported in the loaded dataset | $31,504 | not reported in the loaded dataset |
| Blake & Uhlig, P.A. | not reported in the loaded dataset | $28,703 | not reported in the loaded dataset |
| Investment Consulting Group, Inc. | not reported in the loaded dataset | $21,000 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $18,575 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | not reported in the loaded dataset | $12,079 | $0 |