Intl Brotherhood Of Elec Work. Loc 58 Sound & Communications — Form 5500 plan (Board Of Trustees Intl Brotherhood Elec Workers Sound & Comm Div Ret)
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, Intl Brotherhood Of Elec Work. Loc 58 Sound & Communications is a benefit plan reported by Board Of Trustees Intl Brotherhood Elec Workers Sound & Comm Div Ret under EIN 38-6233909 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,629 participants and $70,303,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Intl Brotherhood Elec Workers Sound & Comm Div Ret
- EIN
- 38-6233909
- Plan number
- 002
- Plan type
- 1
- Location
- Madison Heights, MI
- Latest filing year
- 2023
- Participants
- 1,629
- End-of-year plan assets
- $70,303,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,629 | H, C | 20241115073007NAL0001365090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,303,130
- Total liabilities (EOY)
- $32,091
- Net assets (EOY)
- $70,271,039
- Net assets (BOY)
- $62,973,160
Income & contributions
- Employer contributions
- $6,388,309
- Total contributions
- $6,388,309
- Total income / additions
- $9,339,202
Expenses & distributions
- Benefits paid
- $1,654,194
- Administrative expenses
- $387,129
- Total expenses
- $2,041,323
- Net increase / (decrease)
- $7,297,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sarah Padgett | EMPLOYEE (WAGES PAID) | $56,950 | not reported in the loaded dataset | 2023 |
| E Craig Young | EMPLOYEE (WAGES PAID) | $47,308 | not reported in the loaded dataset | 2023 |
| Mcclain Smith & Wenz Pc | AUDITOR OF PARENT ORGANIZ | $26,521 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc. | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $22,364 | $0 | 2023 |
| Benesys Inc | NONE | $11,628 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifti, Pc | NONE | $8,198 | not reported in the loaded dataset | 2023 |
| Auxiom | NONE | $7,434 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE | $6,756 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Intl Brotherhood Elec Workers Sound & Comm Div Ret
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Madison Heights, MI
- Sarah Padgett — Schedule C compensation
- E Craig Young — Schedule C compensation
- Mcclain Smith & Wenz Pc — Schedule C compensation
- United Actuarial Services Inc. — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Benesys Inc — Schedule C compensation
- Watkins Pawlick Calati & Prifti, Pc — Schedule C compensation
- Auxiom — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Morgan Stanley — Schedule C compensation