2023 Form 5500 filing — Ibew Local 613 & Contributing Employers Retiree
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 20240821105228NAL0003849297001) for Ibew Local 613 & Contributing Employers Retiree, reported by Trustees Of Ibew Local 613 & Contributing Employers Retiree under EIN 46-3415861 and plan number 501. It reports 583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821105228NAL0003849297001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local 613 & Contributing Employers Retiree
- EIN
- 46-3415861
- Plan number
- 501
- Location
- Atlanta, GA
- Participants
- 583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,231,028
- Total liabilities (EOY)
- $56,385
- Net assets (EOY)
- $3,174,643
- Employer contributions
- $620,976
- Participant contributions
- $270,108
- Total income / additions
- $1,179,079
- Benefits paid
- $1,875,469
- Administrative expenses
- $131,735
- Total expenses
- $2,007,204
- Net increase / (decrease)
- -$828,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefits Admin. | NONE | $64,919 | not reported in the loaded dataset |
| Cigna Healthcare | NONE | $28,681 | $0 |
| Willis Towers Watson | NONE | $25,400 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $18,402 | not reported in the loaded dataset |
| Arnall Golden Gregory | NONE | $16,811 | not reported in the loaded dataset |
| Atlanta Capital | NONE | $8,037 | not reported in the loaded dataset |