2023 Form 5500 filing — Ibew Local 688 Retirement Fund
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 20250317171507NAL0001937409001) for Ibew Local 688 Retirement Fund, reported by Board Of Trustees Of Ibew Local 688 Retirement Fund under EIN 34-1536966 and plan number 002. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317171507NAL0001937409001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ibew Local 688 Retirement Fund
- EIN
- 34-1536966
- Plan number
- 002
- Location
- Mansfield, OH
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,861,985
- Total liabilities (EOY)
- $78,436
- Net assets (EOY)
- $16,783,549
- Employer contributions
- $1,043,262
- Total income / additions
- $2,996,688
- Benefits paid
- $622,704
- Administrative expenses
- $97,891
- Total expenses
- $720,595
- Net increase / (decrease)
- $2,276,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.B.E.W. 688 Fringe Benefit Funds | COLLECTION SERVICES | $22,421 | not reported in the loaded dataset |
| National Real Estate Advisors LLC | NONE | $15,825 | not reported in the loaded dataset |
| Dgperry, Pllc | NONE | $14,116 | not reported in the loaded dataset |
| Andco Consulting LLC | NONE | $9,872 | not reported in the loaded dataset |
| Benesys Inc | NONE | $9,148 | not reported in the loaded dataset |
| Macala & Piatt LLC | NONE | $8,847 | not reported in the loaded dataset |
| Liberty Insurance Agency | NONE | $7,696 | not reported in the loaded dataset |
| Fifth Third | NONE | $5,000 | not reported in the loaded dataset |