2023 Form 5500 filing — Int Brotherhood Of Electrical Workers Local 141 Profit Sharing 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 20240903124743NAL0010564083002) for Int Brotherhood Of Electrical Workers Local 141 Profit Sharing Plan, reported by Board Of Trustees For The Ibew 141 Profit Sharing Plan under EIN 20-5981161 and plan number 001. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240903124743NAL0010564083002
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees For The Ibew 141 Profit Sharing Plan
EIN
20-5981161
Plan number
001
Location
Wheeling, WV
Participants
520
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$104,300,950
Total liabilities (EOY)
$188,467
Net assets (EOY)
$104,112,483
Employer contributions
$3,725,915
Total income / additions
$15,570,696
Benefits paid
$3,928,654
Administrative expenses
$802,270
Total expenses
$4,730,924
Net increase / (decrease)
$10,839,772
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Jp Morgan Investment ManagementTRUSTEE / INVESTMENT MNGT$608,249$0
American Benefit CorpPLAN ADMINSTRATOR$61,514$2,268
Fifth Third BankINVESTMENT CUSTODIAN$27,667$0
Benefit Solutions IncRECORDKEEPER$26,275$0
Kozicki Hughes Tickerhoof, PllcPLAN AUDITOR$19,500$0
Gallagher Fiduciary AdvisorsCONSULTING$17,500$0
Ibew Local Union 141LOCAL ASSESSMENT$15,718$0
Macala & Piatt, LLCPLAN ATTORNEY$9,672$0

Related Form 5500 pages