Ibew Lu2221 Employee Retirement Plan — Form 5500 plan (Northern Star Industries, Inc.)

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 Lu2221 Employee Retirement Plan is a benefit plan reported by Northern Star Industries, Inc. under EIN 38-1683485 and plan number 005. The latest loaded filing year is 2023. The filing reports 548 participants and $16,574,104 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northern Star Industries, Inc.
EIN
38-1683485
Plan number
005
Plan type
2
Location
Iron Mountain, MI
Latest filing year
2023
Participants
548
End-of-year plan assets
$16,574,104

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023548H, C20241007131223NAL0026184560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,574,104
Total liabilities (EOY)
$0
Net assets (EOY)
$16,574,104
Net assets (BOY)
$13,804,128

Income & contributions

Employer contributions
$748,117
Participant contributions
$1,239,735
Total contributions
$2,002,358
Total income / additions
$4,448,349

Expenses & distributions

Benefits paid
$1,491,701
Administrative expenses
$78,327
Total expenses
$1,570,028
Net increase / (decrease)
$2,878,321

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory GroupRIA$20,605not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPING$5,408not reported in the loaded dataset2023

Related Form 5500 pages