Supplemental Pension/401(K) Plan To Ibew Lu1141 Retirement And 401(K) Plan — Form 5500 plan (Ibew Lu-1141 Pension Trust)
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, Supplemental Pension/401(K) Plan To Ibew Lu1141 Retirement And 401(K) Plan is a benefit plan reported by Ibew Lu-1141 Pension Trust under EIN 73-6109391 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,137 participants and $169,481,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Lu-1141 Pension Trust
- EIN
- 73-6109391
- Plan number
- 002
- Plan type
- 1
- Location
- Oklahoma City, OR
- Latest filing year
- 2023
- Participants
- 2,137
- End-of-year plan assets
- $169,481,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,137 | H, C | 20250221124932NAL0006041025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $169,481,141
- Total liabilities (EOY)
- $28,817
- Net assets (EOY)
- $169,452,324
- Net assets (BOY)
- $144,319,346
Income & contributions
- Employer contributions
- $9,906,815
- Participant contributions
- $2,719,157
- Total contributions
- $12,908,517
- Total income / additions
- $34,051,091
Expenses & distributions
- Benefits paid
- $8,808,135
- Administrative expenses
- $109,978
- Total expenses
- $8,918,113
- Net increase / (decrease)
- $25,132,978
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Argent Retirement Plan Advisors LLC | INVESTMENT ADVISOR | $85,699 | not reported in the loaded dataset | 2023 |
| Capstone Retirement Services LLC | CONTRACT ADMIN | $15,800 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,979 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Lu-1141 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Oklahoma City, OR
- Argent Retirement Plan Advisors LLC — Schedule C compensation
- Capstone Retirement Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation