2023 Form 5500 filing — Ibew Local Union No. 527 Annuity 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 20240918144246NAL0002657315001) for Ibew Local Union No. 527 Annuity Plan, reported by Board Of Trustees Of Ibew Local Union No. 527 Annuity Plan under EIN 74-2091530 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918144246NAL0002657315001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ibew Local Union No. 527 Annuity Plan
- EIN
- 74-2091530
- Plan number
- 001
- Location
- Texas City, TX
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,000,211
- Total liabilities (EOY)
- $81,079
- Net assets (EOY)
- $14,919,132
- Employer contributions
- $397,046
- Participant contributions
- $54,127
- Total income / additions
- $2,797,596
- Benefits paid
- $1,267,888
- Administrative expenses
- $183,869
- Total expenses
- $1,451,757
- Net increase / (decrease)
- $1,345,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oppenheimer Life Agency Ltd | INV ADVISOR | not reported in the loaded dataset | $25,468 |
| Edwards And Leathers, P.C. | AUDITOR | $14,500 | not reported in the loaded dataset |
| Benefit Resources, Inc. | RECORDKEEPER | $14,480 | not reported in the loaded dataset |
| The Segal Co | CONSULTANT | $8,000 | not reported in the loaded dataset |
| Julie Jackson | ADMINISTRATOR | $5,983 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $100 | not reported in the loaded dataset |