Western Wisconsin Electrical Workers Retirement Plan — Form 5500 plan (Ibew Local Union 14)
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, Western Wisconsin Electrical Workers Retirement Plan is a benefit plan reported by Ibew Local Union 14 under EIN 39-1761679 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,315 participants and $293,497,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union 14
- EIN
- 39-1761679
- Plan number
- 001
- Plan type
- 1
- Location
- Fall Creek, WI
- Latest filing year
- 2023
- Participants
- 1,315
- End-of-year plan assets
- $293,497,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,315 | H, C | 20240723154507NAL0011603217002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $293,497,704
- Total liabilities (EOY)
- $51,694
- Net assets (EOY)
- $293,446,010
- Net assets (BOY)
- $238,857,394
Income & contributions
- Employer contributions
- $14,007,754
- Total contributions
- $14,035,735
- Total income / additions
- $64,303,302
Expenses & distributions
- Benefits paid
- $9,248,837
- Administrative expenses
- $465,849
- Total expenses
- $9,714,686
- Net increase / (decrease)
- $54,588,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal | NONE | $308,727 | not reported in the loaded dataset | 2023 |
| Reinhart, Boerner, Van Deuren, Etc | NONE | $80,735 | not reported in the loaded dataset | 2023 |
| Andco | NONE | $29,000 | not reported in the loaded dataset | 2023 |
| Bauman Associates | NONE | $21,455 | not reported in the loaded dataset | 2023 |
| Union Insurance Group | NONE | $17,834 | not reported in the loaded dataset | 2023 |
| Weebf | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union 14
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fall Creek, WI
- Principal — Schedule C compensation
- Reinhart, Boerner, Van Deuren, Etc — Schedule C compensation
- Andco — Schedule C compensation
- Bauman Associates — Schedule C compensation
- Union Insurance Group — Schedule C compensation
- Weebf — Schedule C compensation