Board Of Trustees Ibew Local Union 697 Sub Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Board Of Trustees Ibew Local Union 697 Sub Fund (EIN 03-0545014) is a plan sponsor located in Merrillville, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
03-0545014
Location
Merrillville, IN
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.6MSummed across loaded plans$2,630,505
Total reported assets$2.6M$2,642,242
Total reported participants1.3K1,324
Total reported liabilities$11.7K$11,737

Reported net position

Reported assets = net assets + liabilities (summed)$2.6M total assets
Net assets$2.6MLiabilities$11.7K
Contributions & income
Employer contributions$466.1K
Participant contributionsNot reported
Total income / additions$624K
Expenses & distributions
Benefits paid / distributions$196.2K
Total expenses$300.1K
Net increase / (decrease)$323.9K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees Ibew Local Union 697 Sub Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ibew Local Union 697 Sub Fund5031,324$2,642,2422023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Ibew Local Union 697 Sub Fund
YearPlanParticipantsSchedulesFiling
2023Ibew Local Union 697 Sub Fund1,324H, C20241009131122NAL0009231715001

Related Form 5500 pages