Southern Illinois Electrical Retiree Welfare Plan — Form 5500 plan (Board Of Trustees Southern Illinois Electrical Retiree Welfare 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, Southern Illinois Electrical Retiree Welfare Plan is a benefit plan reported by Board Of Trustees Southern Illinois Electrical Retiree Welfare Plan under EIN 43-1724421 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,637 participants and $37,683,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Southern Illinois Electrical Retiree Welfare Plan
- EIN
- 43-1724421
- Plan number
- 501
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 1,637
- End-of-year plan assets
- $37,683,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,637 | H, C | 20250616111356NAL0002227426001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,683,645
- Total liabilities (EOY)
- $1,890
- Net assets (EOY)
- $37,681,755
- Net assets (BOY)
- $32,071,138
Income & contributions
- Employer contributions
- $2,602,102
- Total contributions
- $2,602,102
- Total income / additions
- $6,620,417
Expenses & distributions
- Benefits paid
- $910,566
- Administrative expenses
- $99,234
- Total expenses
- $1,009,800
- Net increase / (decrease)
- $5,610,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal | NONE | $26,979 | not reported in the loaded dataset | 2023 |
| Ibew-Neca Service Center | COMMON AFFILIATION | $26,872 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $20,165 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Southern Illinois Electrical Retiree Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Segal — Schedule C compensation
- Ibew-Neca Service Center — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Marquette Associates — Schedule C compensation