Board Of Directors Of The Ibew Locals' Saving & Retirement Group Trust — 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 Directors Of The Ibew Locals' Saving & Retirement Group Trust (EIN 27-1722149) is a plan sponsor located in Irvington, NY 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
27-1722149
Location
Irvington, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$697,855,882
Total reported liabilities (EOY)
$761,662
Total reported net assets (EOY)
$697,094,220

Contributions & income

Employer contributions
$1,497,553
Participant contributions
$1,671,612
Total income / additions
$110,045,363

Expenses & distributions

Benefits paid / distributions
$84,615,397
Total expenses
$87,751,741
Net increase / (decrease)
$22,293,622

Coverage

Total reported participants
2,859
Plans with financial statements
1
Plans with provider compensation
1

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 Directors Of The Ibew Locals' Saving & Retirement Group Trust plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
International Brotherhood Of Electrical Workers Local Unions Savings & Security Plan0232,859$697,855,8822023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Directors Of The Ibew Locals' Saving & Retirement Group Trust
YearPlanParticipantsSchedulesFiling
2023International Brotherhood Of Electrical Workers Local Unions Savings & Security Plan2,859H, C20241014110843NAL0013181635001

Related Form 5500 pages