2023 Form 5500 filing — I.B.E.W. Local Union 481 Defined Contribution 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 20250204081036NAL0008214257001) for I.B.E.W. Local Union 481 Defined Contribution Plan, reported by Ibew Local Union 481 Defined Contribution under EIN 35-1501496 and plan number 003. It reports 2,978 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204081036NAL0008214257001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union 481 Defined Contribution
- EIN
- 35-1501496
- Plan number
- 003
- Location
- Indianapolis, IN
- Participants
- 2,978
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $268,369,786
- Total liabilities (EOY)
- $1,765,906
- Net assets (EOY)
- $266,603,880
- Employer contributions
- $13,609,806
- Total income / additions
- $42,020,648
- Benefits paid
- $20,353,468
- Administrative expenses
- $550,423
- Total expenses
- $20,903,891
- Net increase / (decrease)
- $21,116,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $192,749 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $75,000 | not reported in the loaded dataset |
| David Ray | ADMINISTRATOR | $68,004 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $33,629 | not reported in the loaded dataset |
| Ledbetter & Parisi, LLC | NONE | $20,472 | not reported in the loaded dataset |