Ibew Local 701 Retirement Savings Fund — Form 5500 plan (Board Of Trustees-Local 701 Retirement Savings 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 701 Retirement Savings Fund is a benefit plan reported by Board Of Trustees-Local 701 Retirement Savings Fund under EIN 36-6455509 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,029 participants and $386,855,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Local 701 Retirement Savings Fund
- EIN
- 36-6455509
- Plan number
- 002
- Plan type
- 1
- Location
- Warrenville, IL
- Latest filing year
- 2023
- Participants
- 2,029
- End-of-year plan assets
- $386,855,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,029 | H, C | 20250205095726NAL0005137555002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $386,855,977
- Total liabilities (EOY)
- $977,795
- Net assets (EOY)
- $385,878,182
- Net assets (BOY)
- $340,045,955
Income & contributions
- Employer contributions
- $17,351,978
- Participant contributions
- $163,246
- Total contributions
- $18,657,564
- Total income / additions
- $72,106,384
Expenses & distributions
- Benefits paid
- $25,656,006
- Administrative expenses
- $277,532
- Total expenses
- $26,274,157
- Net increase / (decrease)
- $45,832,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $105,773 | $0 | 2023 |
| Segal Company | NONE | $19,255 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Arnold & Kadjan | NONE | $15,538 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $14,040 | not reported in the loaded dataset | 2023 |
| Bridgeway Technologies | NONE | $12,757 | not reported in the loaded dataset | 2023 |
| Hunt Insurance Agency, Inc | NONE | $0 | $7,591 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Local 701 Retirement Savings Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Warrenville, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Segal Company — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Arnold & Kadjan — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Bridgeway Technologies — Schedule C compensation
- Hunt Insurance Agency, Inc — Schedule C compensation