2023 Form 5500 filing — International Brotherhood Of Electrical Workers Local No 725 Supplemental Pension Trust
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 20250314083914NAL0013612867001) for International Brotherhood Of Electrical Workers Local No 725 Supplemental Pension Trust, reported by Board Of Trustees, Ibew Local No. 725 under EIN 35-1860603 and plan number 001. It reports 1,106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314083914NAL0013612867001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local No. 725
- EIN
- 35-1860603
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 1,106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,226,502
- Total liabilities (EOY)
- $121,779
- Net assets (EOY)
- $115,104,723
- Employer contributions
- $7,443,361
- Total income / additions
- $23,445,527
- Benefits paid
- $6,846,686
- Administrative expenses
- $232,475
- Total expenses
- $7,079,161
- Net increase / (decrease)
- $16,366,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | NONE | $66,504 | $0 |
| Umr | NONE | $43,380 | not reported in the loaded dataset |
| Standard Valuations | NONE | $31,500 | not reported in the loaded dataset |
| Ledbetter Partners LLC | NONE | $22,885 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $17,000 | not reported in the loaded dataset |
| Sackrider & Company | NONE | $9,184 | not reported in the loaded dataset |
| Midwest Presort Services | NONE | $6,312 | not reported in the loaded dataset |