Retirement Plan Of The Ibew Local 76 Retirement Trust — Form 5500 plan (Board Of Trustees, Retirement Plan Of The Ibew)
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, Retirement Plan Of The Ibew Local 76 Retirement Trust is a benefit plan reported by Board Of Trustees, Retirement Plan Of The Ibew under EIN 91-6243526 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,065 participants and $221,336,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Retirement Plan Of The Ibew
- EIN
- 91-6243526
- Plan number
- 001
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 3,065
- End-of-year plan assets
- $221,336,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,065 | H, C | 20241015113619NAL0014500275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $221,336,571
- Total liabilities (EOY)
- $68,006
- Net assets (EOY)
- $221,268,565
- Net assets (BOY)
- $187,726,035
Income & contributions
- Employer contributions
- $4,063,146
- Participant contributions
- $1,902,314
- Total contributions
- $6,053,254
- Total income / additions
- $41,034,438
Expenses & distributions
- Benefits paid
- $6,871,266
- Administrative expenses
- $620,642
- Total expenses
- $7,491,908
- Net increase / (decrease)
- $33,542,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rehn & Associates | NONE | $180,821 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | NONE | $164,863 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $93,040 | not reported in the loaded dataset | 2023 |
| Verus Advisory Inc | NONE | $53,208 | not reported in the loaded dataset | 2023 |
| Turner, Stoeve & Gagliardi, Ps | NONE | $48,390 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Retirement Plan Of The Ibew
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Rehn & Associates — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Verus Advisory Inc — Schedule C compensation
- Turner, Stoeve & Gagliardi, Ps — Schedule C compensation