The Officials, Business Representatives Office & Clerical Employees Of Local Union No. 3, Ibew, Afl-Cio 401(K) Plan — Form 5500 plan (Local Union No. 3, Ibew, Afl-Cio)
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, The Officials, Business Representatives Office & Clerical Employees Of Local Union No. 3, Ibew, Afl-Cio 401(K) Plan is a benefit plan reported by Local Union No. 3, Ibew, Afl-Cio under EIN 13-5574127 and plan number 099. The latest loaded filing year is 2023. The filing reports 124 participants and $29,372,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local Union No. 3, Ibew, Afl-Cio
- EIN
- 13-5574127
- Plan number
- 099
- Plan type
- 2
- Location
- Flushing, NY
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $29,372,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241014112428NAL0044313296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,372,870
- Total liabilities (EOY)
- $8,156
- Net assets (EOY)
- $29,364,714
- Net assets (BOY)
- $26,200,117
Income & contributions
- Employer contributions
- $1,040,485
- Participant contributions
- $733,873
- Total contributions
- $1,774,358
- Total income / additions
- $4,639,541
Expenses & distributions
- Benefits paid
- $1,428,963
- Administrative expenses
- $18,370
- Total expenses
- $1,474,944
- Net increase / (decrease)
- $3,164,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| State Street Corporation | INVESTMENT CUSTODIAN | $7,029 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance & A | PLAN ADMINISTRATOR | $3,341 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local Union No. 3, Ibew, Afl-Cio
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Flushing, NY
- State Street Corporation — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Prudential Retirement Insurance & A — Schedule C compensation