Ibew Local 13 Retirement Plan — Form 5500 plan (Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee)
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 13 Retirement Plan is a benefit plan reported by Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee under EIN 42-1123177 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $52,715,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee
- EIN
- 42-1123177
- Plan number
- 001
- Plan type
- 1
- Location
- Burlington, IA
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $52,715,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20241210114506NAL0011769265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,715,801
- Total liabilities (EOY)
- $68,872
- Net assets (EOY)
- $52,646,929
- Net assets (BOY)
- $47,681,988
Income & contributions
- Employer contributions
- $3,961,430
- Total contributions
- $3,961,430
- Total income / additions
- $12,365,787
Expenses & distributions
- Benefits paid
- $7,310,336
- Administrative expenses
- $90,510
- Total expenses
- $7,400,846
- Net increase / (decrease)
- $4,964,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | not reported in the loaded dataset | $38,419 | $0 | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $26,125 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corp | CONTRACT ADMINISTRATOR | $14,795 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig | ATTORNEY | $13,364 | not reported in the loaded dataset | 2023 |
| Investment Consulting Group, Inc. | not reported in the loaded dataset | $12,417 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Burlington, IA
- Empower Annuity Insurance Company — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Wilson-Mcshane Corp — Schedule C compensation
- Blake & Uhlig — Schedule C compensation
- Investment Consulting Group, Inc. — Schedule C compensation