2023 Form 5500 filing — Local No. 661 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 20241007161506NAL0027941536002) for Local No. 661 Retirement Plan, reported by Trustees-Ibew 661 Retirement Plan under EIN 48-0930235 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007161506NAL0027941536002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-Ibew 661 Retirement Plan
- EIN
- 48-0930235
- Plan number
- 001
- Location
- Hutchinson, KS
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,207,243
- Total liabilities (EOY)
- $37,625
- Net assets (EOY)
- $26,169,618
- Employer contributions
- $1,806,220
- Total income / additions
- $5,460,289
- Benefits paid
- $1,403,962
- Administrative expenses
- $141,971
- Total expenses
- $1,545,933
- Net increase / (decrease)
- $3,914,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CUSTODIAN | $77,944 | $0 |
| Kansas Chapter Neca | CONTRACT ADMINISTRATOR | $29,615 | not reported in the loaded dataset |
| Morrow & Co LLC | AUDITOR | $18,386 | not reported in the loaded dataset |
| Mcafee & Taft | LEGAL | $9,366 | not reported in the loaded dataset |
| Ima Wealth, Inc | INVESTMENT ADVISORY | $0 | $6,163 |
| Fee Insurance Group, Inc | INSURANCE | $5,249 | not reported in the loaded dataset |