I.B.E.W. Local 246 Retirement Plan — Form 5500 plan (I.B.E.W. Local 246 Retirement Plan 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, I.B.E.W. Local 246 Retirement Plan is a benefit plan reported by I.B.E.W. Local 246 Retirement Plan Board Of Trustees under EIN 34-1302212 and plan number 003. The latest loaded filing year is 2023. The filing reports 670 participants and $28,285,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.B.E.W. Local 246 Retirement Plan Board Of Trustees
- EIN
- 34-1302212
- Plan number
- 003
- Plan type
- 1
- Location
- Steubenville, OH
- Latest filing year
- 2023
- Participants
- 670
- End-of-year plan assets
- $28,285,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20250923153007NAL0007485472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,285,507
- Total liabilities (EOY)
- $80,129
- Net assets (EOY)
- $28,205,378
- Net assets (BOY)
- $27,226,536
Income & contributions
- Employer contributions
- $1,348,814
- Total contributions
- $1,435,528
- Total income / additions
- $3,553,881
Expenses & distributions
- Benefits paid
- $2,335,551
- Administrative expenses
- $239,488
- Total expenses
- $2,575,039
- Net increase / (decrease)
- $978,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning And Napier Advisors | NONE | $139,168 | not reported in the loaded dataset | 2023 |
| Dgperry | NONE | $21,084 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $17,838 | not reported in the loaded dataset | 2023 |
| Macala & Piatt LLC | NONE | $13,086 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | NONE | $11,310 | not reported in the loaded dataset | 2023 |
| Ibew Local 246 Fringe Benefit Funds | NONE | $8,050 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $7,365 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.B.E.W. Local 246 Retirement Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Steubenville, OH
- Manning And Napier Advisors — Schedule C compensation
- Dgperry — Schedule C compensation
- Benesys — Schedule C compensation
- Macala & Piatt LLC — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Ibew Local 246 Fringe Benefit Funds — Schedule C compensation
- Segal Select Insurance — Schedule C compensation