2023 Form 5500 filing — I.B.E.W. Local Union No. 479 Annuity / 401(K) 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 20240917161317NAL0005666496001) for I.B.E.W. Local Union No. 479 Annuity / 401(K) Plan, reported by Trustees Of I.B.E.W. Local Union No 479 Annuity 401k Plan under EIN 20-3824733 and plan number 001. It reports 1,586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917161317NAL0005666496001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of I.B.E.W. Local Union No 479 Annuity 401k Plan
- EIN
- 20-3824733
- Plan number
- 001
- Location
- Beaumont, TX
- Participants
- 1,586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,696,341
- Total liabilities (EOY)
- $117,990
- Net assets (EOY)
- $67,578,351
- Employer contributions
- $2,275,349
- Participant contributions
- $549,537
- Total income / additions
- $12,722,852
- Benefits paid
- $3,147,098
- Administrative expenses
- $387,813
- Total expenses
- $3,534,911
- Net increase / (decrease)
- $9,187,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential | PLAN ADMINISTRATOR | $255,417 | not reported in the loaded dataset |
| Benefit Resources, Inc. | RECORD KEEPER | $44,352 | not reported in the loaded dataset |
| Segal Marco Advisors | INV ADVISOR | $30,000 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $17,113 | not reported in the loaded dataset |
| The Segal Co. | ACTUARIAL | $12,000 | not reported in the loaded dataset |