The Ibew Local 1377 Eligible Ford Retirees Veba Trust — Form 5500 plan (The Ibew Local 1377 Eligible Ford Retirees Veba Trust)
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 Ibew Local 1377 Eligible Ford Retirees Veba Trust is a benefit plan reported by The Ibew Local 1377 Eligible Ford Retirees Veba Trust under EIN 26-6885036 and plan number 501. The latest loaded filing year is 2023. The filing reports 227 participants and $35,324,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Ibew Local 1377 Eligible Ford Retirees Veba Trust
- EIN
- 26-6885036
- Plan number
- 501
- Plan type
- 2
- Location
- Brunswick, OH
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $35,324,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20240916184315NAL0002613536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,324,666
- Total liabilities (EOY)
- $52,000
- Net assets (EOY)
- $35,272,666
- Net assets (BOY)
- $33,896,176
Income & contributions
- Participant contributions
- $349,964
- Total contributions
- $349,964
- Total income / additions
- $2,859,330
Expenses & distributions
- Benefits paid
- $1,128,216
- Administrative expenses
- $354,624
- Total expenses
- $1,482,840
- Net increase / (decrease)
- $1,376,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks, LLC | INVESTMENT MANAGER | $118,119 | not reported in the loaded dataset | 2023 |
| Jackson, Dieken And Associates | D & O INSURANCE | $72,794 | not reported in the loaded dataset | 2023 |
| Queline Counsulting | PLAN ADMINISTRATION | $53,496 | not reported in the loaded dataset | 2023 |
| Assured Partners, LLC | BROKER | $31,792 | not reported in the loaded dataset | 2023 |
| Central Data Services, Inc. | ELIGIBILITY VENDOR | $14,421 | not reported in the loaded dataset | 2023 |
| Apple Growth Partners | AUDITOR | $14,350 | not reported in the loaded dataset | 2023 |
| Call A Doctor Plus | MOBILE HEALTHCARE | $13,771 | not reported in the loaded dataset | 2023 |
| Parsons Risk Strategies | RESEARCH VENDOR | $12,200 | not reported in the loaded dataset | 2023 |
| Mutual Health Services | THIRD PARTY ADMINISTRATI | $10,009 | not reported in the loaded dataset | 2023 |
| Cbiz Employee Benefits | BROKER | $9,200 | not reported in the loaded dataset | 2023 |
| Lpfg, LLC | ACCOUNTANT | $5,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Ibew Local 1377 Eligible Ford Retirees Veba Trust
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Brunswick, OH
- Cetera Advisor Networks, LLC — Schedule C compensation
- Jackson, Dieken And Associates — Schedule C compensation
- Queline Counsulting — Schedule C compensation
- Assured Partners, LLC — Schedule C compensation
- Central Data Services, Inc. — Schedule C compensation
- Apple Growth Partners — Schedule C compensation
- Call A Doctor Plus — Schedule C compensation
- Parsons Risk Strategies — Schedule C compensation
- Mutual Health Services — Schedule C compensation
- Cbiz Employee Benefits — Schedule C compensation
- Lpfg, LLC — Schedule C compensation