Ibew Local 64 Profit Sharing Plan And Trust — Form 5500 plan (Ibew Local 64 Profit Sharing Plan Joint Board Of Trustees)
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 64 Profit Sharing Plan And Trust is a benefit plan reported by Ibew Local 64 Profit Sharing Plan Joint Board Of Trustees under EIN 34-1290943 and plan number 003. The latest loaded filing year is 2023. The filing reports 479 participants and $45,639,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 64 Profit Sharing Plan Joint Board Of Trustees
- EIN
- 34-1290943
- Plan number
- 003
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 479
- End-of-year plan assets
- $45,639,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 479 | H, C | 20241011131507NAL0012524483008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,639,756
- Total liabilities (EOY)
- $44,236
- Net assets (EOY)
- $45,595,520
- Net assets (BOY)
- $39,152,268
Income & contributions
- Employer contributions
- $2,528,032
- Total contributions
- $2,528,032
- Total income / additions
- $9,333,864
Expenses & distributions
- Benefits paid
- $2,641,142
- Administrative expenses
- $249,470
- Total expenses
- $2,890,612
- Net increase / (decrease)
- $6,443,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | RECORDKEEPER | $42,556 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc | AUDITOR | $20,785 | not reported in the loaded dataset | 2023 |
| Andco Consulting, LLC | INVESTMENT CONSULTANT | $20,000 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $14,344 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, LLC | ATTORNEY | $9,718 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | INVESTMENT CUSTODIAN | $9,480 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 64 Profit Sharing Plan Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Milliman, Inc. — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Faulkner, Hoffman & Phillips, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation