Ibew Local Union No. 520 Annuity Plan — Form 5500 plan (Board Of Trustees Of Ibew Local Union No. 520 Annuity Trust 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, Ibew Local Union No. 520 Annuity Plan is a benefit plan reported by Board Of Trustees Of Ibew Local Union No. 520 Annuity Trust Fund under EIN 75-2072597 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,014 participants and $121,073,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew Local Union No. 520 Annuity Trust Fund
- EIN
- 75-2072597
- Plan number
- 001
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 4,014
- End-of-year plan assets
- $121,073,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,014 | H, C | 20241010143602NAL0021261041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,073,062
- Net assets (EOY)
- $121,073,062
- Net assets (BOY)
- $102,483,566
Income & contributions
- Employer contributions
- $5,583,681
- Participant contributions
- $1,038,944
- Total contributions
- $7,835,063
- Total income / additions
- $24,548,510
Expenses & distributions
- Benefits paid
- $5,170,943
- Administrative expenses
- $788,071
- Total expenses
- $5,959,014
- Net increase / (decrease)
- $18,589,496
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Services | INV MGMT / ADMIN | $153,774 | $51,646 | 2023 |
| Southwest Service Administrators | ADMINISTRATOR | $87,447 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | INV ADVISOR | $75,000 | not reported in the loaded dataset | 2023 |
| Conner & Winters, Lp | ATTORNEY | $28,992 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew Local Union No. 520 Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Prudential Retirement Services — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Conner & Winters, Lp — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation