I.B.E.W. Local Union No. 728 Annuity Fund — Form 5500 plan (Trustees Of Ibew Local 728 Annuity Fund)
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, I.B.E.W. Local Union No. 728 Annuity Fund is a benefit plan reported by Trustees Of Ibew Local 728 Annuity Fund under EIN 59-2794330 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,776 participants and $87,961,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local 728 Annuity Fund
- EIN
- 59-2794330
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 1,776
- End-of-year plan assets
- $87,961,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,776 | H, C | 20240712140616NAL0017729745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,961,465
- Total liabilities (EOY)
- $32,999
- Net assets (EOY)
- $87,928,466
- Net assets (BOY)
- $77,465,578
Income & contributions
- Employer contributions
- $3,760,364
- Total contributions
- $3,760,364
- Total income / additions
- $14,587,978
Expenses & distributions
- Benefits paid
- $3,808,385
- Administrative expenses
- $316,705
- Total expenses
- $4,125,090
- Net increase / (decrease)
- $10,462,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Neba | NONE | $82,800 | not reported in the loaded dataset | 2023 |
| Vanguard | NONE | $72,437 | $0 | 2023 |
| Captrust | NONE | $59,830 | not reported in the loaded dataset | 2023 |
| Sugarman & Susskind | NONE | $37,216 | not reported in the loaded dataset | 2023 |
| Ibew Local 728 Union | NONE | $16,878 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Profund Solutions | NONE | $8,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local 728 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Neba — Schedule C compensation
- Vanguard — Schedule C compensation
- Captrust — Schedule C compensation
- Sugarman & Susskind — Schedule C compensation
- Ibew Local 728 Union — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Profund Solutions — Schedule C compensation