2023 Form 5500 filing — The Ibew Local 1377 Eligible Ford Retirees Veba Trust
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 20240916184315NAL0002613536001) for The Ibew Local 1377 Eligible Ford Retirees Veba Trust, reported by The Ibew Local 1377 Eligible Ford Retirees Veba Trust under EIN 26-6885036 and plan number 501. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916184315NAL0002613536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ibew Local 1377 Eligible Ford Retirees Veba Trust
- EIN
- 26-6885036
- Plan number
- 501
- Location
- Brunswick, OH
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,324,666
- Total liabilities (EOY)
- $52,000
- Net assets (EOY)
- $35,272,666
- Participant contributions
- $349,964
- Total income / additions
- $2,859,330
- Benefits paid
- $1,128,216
- Administrative expenses
- $354,624
- Total expenses
- $1,482,840
- Net increase / (decrease)
- $1,376,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks, LLC | INVESTMENT MANAGER | $118,119 | not reported in the loaded dataset |
| Jackson, Dieken And Associates | D & O INSURANCE | $72,794 | not reported in the loaded dataset |
| Queline Counsulting | PLAN ADMINISTRATION | $53,496 | not reported in the loaded dataset |
| Assured Partners, LLC | BROKER | $31,792 | not reported in the loaded dataset |
| Central Data Services, Inc. | ELIGIBILITY VENDOR | $14,421 | not reported in the loaded dataset |
| Apple Growth Partners | AUDITOR | $14,350 | not reported in the loaded dataset |
| Call A Doctor Plus | MOBILE HEALTHCARE | $13,771 | not reported in the loaded dataset |
| Parsons Risk Strategies | RESEARCH VENDOR | $12,200 | not reported in the loaded dataset |
| Mutual Health Services | THIRD PARTY ADMINISTRATI | $10,009 | not reported in the loaded dataset |
| Cbiz Employee Benefits | BROKER | $9,200 | not reported in the loaded dataset |
| Lpfg, LLC | ACCOUNTANT | $5,100 | not reported in the loaded dataset |