2023 Form 5500 filing — Ibew Local Union No 252 Def Contrib Plan 401k 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 20241226151506NAL0012895841003) for Ibew Local Union No 252 Def Contrib Plan 401k Plan, reported by Jt Board Trustees Ibew Local 252 under EIN 38-6323896 and plan number 002. It reports 1,345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241226151506NAL0012895841003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Board Trustees Ibew Local 252
- EIN
- 38-6323896
- Plan number
- 002
- Location
- Ann Arbor, MI
- Participants
- 1,345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,308,004
- Total liabilities (EOY)
- $349,284
- Net assets (EOY)
- $125,958,720
- Employer contributions
- $6,712,207
- Participant contributions
- $2,640,053
- Total income / additions
- $28,226,638
- Benefits paid
- $10,241,412
- Administrative expenses
- $454,089
- Total expenses
- $10,695,501
- Net increase / (decrease)
- $17,531,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Law Office Of Thomas D Luczak Pllc | NONE | $199,154 | $2,288 |
| Rbc Wealth Management | NONE | $82,576 | not reported in the loaded dataset |
| Adp | NONE | $77,669 | not reported in the loaded dataset |
| Ann Arbor Benefit Administrators | NONE | $46,327 | not reported in the loaded dataset |
| Polk And Associates, P.L.C. | NONE | $31,580 | not reported in the loaded dataset |
| Ullico/Markel | NONE | $10,492 | not reported in the loaded dataset |
| Adp Broker-Dealer | NONE | $0 | $0 |