2023 Form 5500 filing — Ibew Lu2221 Employee Retirement 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 20241007131223NAL0026184560001) for Ibew Lu2221 Employee Retirement Plan, reported by Northern Star Industries, Inc. under EIN 38-1683485 and plan number 005. It reports 548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007131223NAL0026184560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Star Industries, Inc.
- EIN
- 38-1683485
- Plan number
- 005
- Location
- Iron Mountain, MI
- Participants
- 548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,574,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,574,104
- Employer contributions
- $748,117
- Participant contributions
- $1,239,735
- Total income / additions
- $4,448,349
- Benefits paid
- $1,491,701
- Administrative expenses
- $78,327
- Total expenses
- $1,570,028
- Net increase / (decrease)
- $2,878,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group | RIA | $20,605 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPING | $5,408 | not reported in the loaded dataset |