2023 Form 5500 filing — Ibew Local 684 Money Purchase Pension And Profit Sharing 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 20250115195503NAL0022193025001) for Ibew Local 684 Money Purchase Pension And Profit Sharing Plan, reported by Board Of Trustees, Ibew Local 684 Money Purchase under EIN 94-6442909 and plan number 002. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115195503NAL0022193025001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 684 Money Purchase
- EIN
- 94-6442909
- Plan number
- 002
- Location
- Pleasanton, CA
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,584,232
- Total liabilities (EOY)
- $93,574
- Net assets (EOY)
- $40,490,658
- Employer contributions
- $3,581,794
- Participant contributions
- $364,457
- Total income / additions
- $9,219,540
- Benefits paid
- $1,156,802
- Administrative expenses
- $194,522
- Total expenses
- $1,351,324
- Net increase / (decrease)
- $7,868,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $57,982 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $49,870 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $31,362 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $19,458 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $9,330 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $9,206 | not reported in the loaded dataset |