Plan5500

Ibew Local 712 Scholarship Trust Fund — Form 5500 plan (Ibew Local 712 Scholarship Trust 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 712 Scholarship Trust Fund is a benefit plan reported by Ibew Local 712 Scholarship Trust Fund under EIN 23-7268868 and plan number 504. The latest loaded filing year is 2023. The filing reports 1,746 participants and $3,051,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ibew Local 712 Scholarship Trust Fund
EIN
23-7268868
Plan number
504
Plan type
1
Location
Pittsburgh, PA
Latest filing year
2023
Participants
1,746
End-of-year plan assets
$3,051,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,746H, C20241014141214NAL0013427091003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,051,079
Net assets (EOY)
$3,051,079
Net assets (BOY)
$2,880,946

Income & contributions

Employer contributions
$92,245
Total contributions
$92,245
Total income / additions
$350,562

Expenses & distributions

Benefits paid
$145,000
Administrative expenses
$35,429
Total expenses
$180,429
Net increase / (decrease)
$170,133

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementNONE$14,826not reported in the loaded dataset2023
Packer ThomasNONE$7,500not reported in the loaded dataset2023
Cds Administrators IncNONE$5,880not reported in the loaded dataset2023

Related Form 5500 pages