International Brotherhood Of Electrical Workers Local No 725 Supplemental Pension Trust — Form 5500 plan (Board Of Trustees, Ibew Local No. 725)
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, International Brotherhood Of Electrical Workers Local No 725 Supplemental Pension Trust is a benefit plan reported by Board Of Trustees, Ibew Local No. 725 under EIN 35-1860603 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,106 participants and $115,226,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local No. 725
- EIN
- 35-1860603
- Plan number
- 001
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 1,106
- End-of-year plan assets
- $115,226,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,106 | H, C | 20250314083914NAL0013612867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,226,502
- Total liabilities (EOY)
- $121,779
- Net assets (EOY)
- $115,104,723
- Net assets (BOY)
- $98,738,357
Income & contributions
- Employer contributions
- $7,443,361
- Total contributions
- $7,443,361
- Total income / additions
- $23,445,527
Expenses & distributions
- Benefits paid
- $6,846,686
- Administrative expenses
- $232,475
- Total expenses
- $7,079,161
- Net increase / (decrease)
- $16,366,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | NONE | $66,504 | $0 | 2023 |
| Umr | NONE | $43,380 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $31,500 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | NONE | $22,885 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Sackrider & Company | NONE | $9,184 | not reported in the loaded dataset | 2023 |
| Midwest Presort Services | NONE | $6,312 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local No. 725
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Empower Annuity Insurance Co — Schedule C compensation
- Umr — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Sackrider & Company — Schedule C compensation
- Midwest Presort Services — Schedule C compensation