2023 Form 5500 filing — I.B.E.W. Local Union No. 728 Annuity Fund
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 20240712140616NAL0017729745001) for I.B.E.W. Local Union No. 728 Annuity Fund, reported by Trustees Of Ibew Local 728 Annuity Fund under EIN 59-2794330 and plan number 001. It reports 1,776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712140616NAL0017729745001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local 728 Annuity Fund
- EIN
- 59-2794330
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 1,776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,961,465
- Total liabilities (EOY)
- $32,999
- Net assets (EOY)
- $87,928,466
- Employer contributions
- $3,760,364
- Total income / additions
- $14,587,978
- Benefits paid
- $3,808,385
- Administrative expenses
- $316,705
- Total expenses
- $4,125,090
- Net increase / (decrease)
- $10,462,888
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Neba | NONE | $82,800 | not reported in the loaded dataset |
| Vanguard | NONE | $72,437 | $0 |
| Captrust | NONE | $59,830 | not reported in the loaded dataset |
| Sugarman & Susskind | NONE | $37,216 | not reported in the loaded dataset |
| Ibew Local 728 Union | NONE | $16,878 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $13,500 | not reported in the loaded dataset |
| Profund Solutions | NONE | $8,100 | not reported in the loaded dataset |