2023 Form 5500 filing — Ibew Local 613 Defined Contribution Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702120116NAL0010199474001) for Ibew Local 613 Defined Contribution Pension Plan, reported by Trustees Of Ibew Local 613 Defined Contribution Pension Plan under EIN 58-1577291 and plan number 001. It reports 6,248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702120116NAL0010199474001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local 613 Defined Contribution Pension Plan
- EIN
- 58-1577291
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 6,248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $670,715,896
- Total liabilities (EOY)
- $165,433
- Net assets (EOY)
- $670,550,463
- Employer contributions
- $34,147,856
- Total income / additions
- $134,746,301
- Benefits paid
- $45,177,524
- Administrative expenses
- $1,250,280
- Total expenses
- $46,427,804
- Net increase / (decrease)
- $88,318,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc | NONE | $519,932 | not reported in the loaded dataset |
| Vanguard Group Inc | NONE | $344,888 | $0 |
| Arnall Golden Gregory LLC | NONE | $123,204 | not reported in the loaded dataset |
| National Employee Benefits Admin | NONE | $107,779 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $40,000 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $32,392 | not reported in the loaded dataset |
| Bha Consulting Services LLC | NONE | $10,769 | not reported in the loaded dataset |
| Dennis G. Jenkins, Cpa, LLC | NONE | $5,497 | not reported in the loaded dataset |
| Brentwood Asset Advisors Inc | NONE | $5,000 | not reported in the loaded dataset |