2023 Form 5500 filing — Ibew Local 288 Retirement And 401k 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 20241004110008NAL0019492480001) for Ibew Local 288 Retirement And 401k Plan, reported by Ibew Local Union 288 And Neca Iowa Chapter, Joint Board Of Trustees under EIN 56-2364219 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004110008NAL0019492480001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union 288 And Neca Iowa Chapter, Joint Board Of Trustees
- EIN
- 56-2364219
- Plan number
- 001
- Location
- Waterloo, IA
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,269,497
- Total liabilities (EOY)
- $40,236
- Net assets (EOY)
- $25,229,261
- Employer contributions
- $1,511,681
- Participant contributions
- $49,447
- Total income / additions
- $4,594,205
- Benefits paid
- $491,126
- Administrative expenses
- $110,193
- Total expenses
- $601,319
- Net increase / (decrease)
- $3,992,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | not reported in the loaded dataset | $43,250 | $0 |
| Investment Consulting Group | not reported in the loaded dataset | $19,263 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $14,303 | not reported in the loaded dataset |
| Blake & Uhlig, P.A. | not reported in the loaded dataset | $12,460 | not reported in the loaded dataset |
| Noridian Benefits Plan Administrato | not reported in the loaded dataset | $11,605 | not reported in the loaded dataset |