Ibew Local 613 Defined Contribution Pension Plan — Form 5500 plan (Trustees Of Ibew Local 613 Defined Contribution Pension 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 613 Defined Contribution Pension Plan is a benefit plan reported by Trustees Of Ibew Local 613 Defined Contribution Pension Plan under EIN 58-1577291 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,248 participants and $670,715,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local 613 Defined Contribution Pension Plan
- EIN
- 58-1577291
- Plan number
- 001
- Plan type
- 1
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 6,248
- End-of-year plan assets
- $670,715,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,248 | H, C | 20240702120116NAL0010199474001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $670,715,896
- Total liabilities (EOY)
- $165,433
- Net assets (EOY)
- $670,550,463
- Net assets (BOY)
- $582,231,966
Income & contributions
- Employer contributions
- $34,147,856
- Total contributions
- $34,147,856
- Total income / additions
- $134,746,301
Expenses & distributions
- Benefits paid
- $45,177,524
- Administrative expenses
- $1,250,280
- Total expenses
- $46,427,804
- Net increase / (decrease)
- $88,318,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc | NONE | $519,932 | not reported in the loaded dataset | 2023 |
| Vanguard Group Inc | NONE | $344,888 | $0 | 2023 |
| Arnall Golden Gregory LLC | NONE | $123,204 | not reported in the loaded dataset | 2023 |
| National Employee Benefits Admin | NONE | $107,779 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $32,392 | not reported in the loaded dataset | 2023 |
| Bha Consulting Services LLC | NONE | $10,769 | not reported in the loaded dataset | 2023 |
| Dennis G. Jenkins, Cpa, LLC | NONE | $5,497 | not reported in the loaded dataset | 2023 |
| Brentwood Asset Advisors Inc | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local 613 Defined Contribution Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Vanguard Advisers Inc — Schedule C compensation
- Vanguard Group Inc — Schedule C compensation
- Arnall Golden Gregory LLC — Schedule C compensation
- National Employee Benefits Admin — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Bha Consulting Services LLC — Schedule C compensation
- Dennis G. Jenkins, Cpa, LLC — Schedule C compensation
- Brentwood Asset Advisors Inc — Schedule C compensation