Ibew Local 688 Retirement Fund — Form 5500 plan (Board Of Trustees Of Ibew Local 688 Retirement 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 688 Retirement Fund is a benefit plan reported by Board Of Trustees Of Ibew Local 688 Retirement Fund under EIN 34-1536966 and plan number 002. The latest loaded filing year is 2023. The filing reports 351 participants and $16,861,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew Local 688 Retirement Fund
- EIN
- 34-1536966
- Plan number
- 002
- Plan type
- 1
- Location
- Mansfield, OH
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $16,861,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20250317171507NAL0001937409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,861,985
- Total liabilities (EOY)
- $78,436
- Net assets (EOY)
- $16,783,549
- Net assets (BOY)
- $14,507,456
Income & contributions
- Employer contributions
- $1,043,262
- Total contributions
- $1,043,262
- Total income / additions
- $2,996,688
Expenses & distributions
- Benefits paid
- $622,704
- Administrative expenses
- $97,891
- Total expenses
- $720,595
- Net increase / (decrease)
- $2,276,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.B.E.W. 688 Fringe Benefit Funds | COLLECTION SERVICES | $22,421 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors LLC | NONE | $15,825 | not reported in the loaded dataset | 2023 |
| Dgperry, Pllc | NONE | $14,116 | not reported in the loaded dataset | 2023 |
| Andco Consulting LLC | NONE | $9,872 | not reported in the loaded dataset | 2023 |
| Benesys Inc | NONE | $9,148 | not reported in the loaded dataset | 2023 |
| Macala & Piatt LLC | NONE | $8,847 | not reported in the loaded dataset | 2023 |
| Liberty Insurance Agency | NONE | $7,696 | not reported in the loaded dataset | 2023 |
| Fifth Third | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew Local 688 Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mansfield, OH
- I.B.E.W. 688 Fringe Benefit Funds — Schedule C compensation
- National Real Estate Advisors LLC — Schedule C compensation
- Dgperry, Pllc — Schedule C compensation
- Andco Consulting LLC — Schedule C compensation
- Benesys Inc — Schedule C compensation
- Macala & Piatt LLC — Schedule C compensation
- Liberty Insurance Agency — Schedule C compensation
- Fifth Third — Schedule C compensation