Local 231 Ibew Retirement Plan — Form 5500 plan (Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust)
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, Local 231 Ibew Retirement Plan is a benefit plan reported by Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust under EIN 42-1086362 and plan number 001. The latest loaded filing year is 2023. The filing reports 528 participants and $53,356,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust
- EIN
- 42-1086362
- Plan number
- 001
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 528
- End-of-year plan assets
- $53,356,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 528 | H, C | 20241114144505NAL0039873218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,356,208
- Total liabilities (EOY)
- $34,517
- Net assets (EOY)
- $53,321,691
- Net assets (BOY)
- $47,768,011
Income & contributions
- Employer contributions
- $2,706,302
- Participant contributions
- $217,870
- Total contributions
- $2,926,831
- Total income / additions
- $7,844,347
Expenses & distributions
- Benefits paid
- $2,119,447
- Administrative expenses
- $171,220
- Total expenses
- $2,290,667
- Net increase / (decrease)
- $5,553,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | not reported in the loaded dataset | $38,390 | not reported in the loaded dataset | 2023 |
| Vanguard | not reported in the loaded dataset | $31,504 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, P.A. | not reported in the loaded dataset | $28,703 | not reported in the loaded dataset | 2023 |
| Investment Consulting Group, Inc. | not reported in the loaded dataset | $21,000 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $18,575 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | not reported in the loaded dataset | $12,079 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Zenith American Solutions — Schedule C compensation
- Vanguard — Schedule C compensation
- Blake & Uhlig, P.A. — Schedule C compensation
- Investment Consulting Group, Inc. — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation