2023 Form 5500 filing — Ibew Local 480 Pension 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 20250310164513NAL0027455648001) for Ibew Local 480 Pension Plan, reported by Neca-Ibew Local 480 under EIN 64-6153349 and plan number 001. It reports 1,098 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250310164513NAL0027455648001
Filing year
2023
Form type
1
Plan sponsor
Neca-Ibew Local 480
EIN
64-6153349
Plan number
001
Location
Byram, MS
Participants
1,098
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$111,828,447
Total liabilities (EOY)
$195,851
Net assets (EOY)
$111,632,596
Employer contributions
$4,577,153
Total income / additions
$18,575,863
Benefits paid
$6,296,327
Administrative expenses
$243,287
Total expenses
$6,539,614
Net increase / (decrease)
$12,036,249
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins Co Of Americanot reported in the loaded dataset$76,079$0
Ibew Local 480 Health & Welfare PlaHEALTH AND WELFARE PLAN$54,230not reported in the loaded dataset
Usi Consulting Group, Inc.not reported in the loaded dataset$36,425not reported in the loaded dataset
Tann, Brown & Russ Co., Pllcnot reported in the loaded dataset$34,500not reported in the loaded dataset
Union Insurance Groupnot reported in the loaded dataset$12,157not reported in the loaded dataset
American Benefit Corporationnot reported in the loaded dataset$9,900not reported in the loaded dataset
Maxey Wann, Pllcnot reported in the loaded dataset$6,242not reported in the loaded dataset
Empower Advisory Group, LLCnot reported in the loaded dataset$3,606not reported in the loaded dataset

Related Form 5500 pages