Ibew Local 405 Deferred Savings Plan — Form 5500 plan (Board Of Trustees, Ibew Local 405 Deferred Savings Plan)
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 405 Deferred Savings Plan is a benefit plan reported by Board Of Trustees, Ibew Local 405 Deferred Savings Plan under EIN 42-1494475 and plan number 001. The latest loaded filing year is 2023. The filing reports 935 participants and $234,676,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 405 Deferred Savings Plan
- EIN
- 42-1494475
- Plan number
- 001
- Plan type
- 1
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 935
- End-of-year plan assets
- $234,676,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 935 | H, C | 20240605154416NAL0036584048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $234,676,353
- Total liabilities (EOY)
- $273,552
- Net assets (EOY)
- $234,402,801
- Net assets (BOY)
- $196,808,337
Income & contributions
- Employer contributions
- $11,034,513
- Participant contributions
- $1,119,456
- Total contributions
- $12,153,969
- Total income / additions
- $47,386,224
Expenses & distributions
- Benefits paid
- $9,482,347
- Administrative expenses
- $309,413
- Total expenses
- $9,791,760
- Net increase / (decrease)
- $37,594,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $86,291 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren | NONE | $74,573 | not reported in the loaded dataset | 2023 |
| Employee Group Services Ltd Dba Aux | NONE | $37,179 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $32,200 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $25,011 | not reported in the loaded dataset | 2023 |
| Broadridge Financial Solutions, Inc | NONE | $24,229 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 405 Deferred Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Milliman, Inc. — Schedule C compensation
- Reinhart Boerner Van Deuren — Schedule C compensation
- Employee Group Services Ltd Dba Aux — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Broadridge Financial Solutions, Inc — Schedule C compensation