Plan5500

Ibew Local Union 697 Sub Fund — Form 5500 plan (Board Of Trustees Ibew Local Union 697 Sub Fund)

Plain-English plan 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, Ibew Local Union 697 Sub Fund is a benefit plan reported by Board Of Trustees Ibew Local Union 697 Sub Fund under EIN 03-0545014 and plan number 503. The latest loaded filing year is 2023. The filing reports 1,324 participants and $2,642,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Ibew Local Union 697 Sub Fund
EIN
03-0545014
Plan number
503
Plan type
1
Location
Merrillville, IN
Latest filing year
2023
Participants
1,324
End-of-year plan assets
$2,642,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,324H, C20241009131122NAL0009231715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,642,242
Total liabilities (EOY)
$11,737
Net assets (EOY)
$2,630,505
Net assets (BOY)
$2,306,614

Income & contributions

Employer contributions
$466,078
Total contributions
$466,078
Total income / additions
$623,951

Expenses & distributions

Benefits paid
$196,226
Administrative expenses
$103,834
Total expenses
$300,060
Net increase / (decrease)
$323,891

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Legacy Professionals LlpNONE$16,593not reported in the loaded dataset2023
Hagberg & Associates, P.C.NONE$7,574not reported in the loaded dataset2023

Related Form 5500 pages