2023 Form 5500 filing — Ibew Local Union 697 Sub Fund
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 20241009131122NAL0009231715001) for Ibew Local Union 697 Sub Fund, reported by Board Of Trustees Ibew Local Union 697 Sub Fund under EIN 03-0545014 and plan number 503. It reports 1,324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$2.6MReported net assets$2,630,505
Participants1.3K1,324
Provider compensation$24.2K2 Schedule C row(s)$24,167
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009131122NAL0009231715001
- Plan sponsor
- Board Of Trustees Ibew Local Union 697 Sub Fund
- EIN
- 03-0545014
- Plan number
- 503
- Location
- Merrillville, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$11.7K
Full reported line items
- Total assets (EOY)
- $2,642,242
- Total liabilities (EOY)
- $11,737
- Net assets (EOY)
- $2,630,505
- Employer contributions
- $466,078
- Total income / additions
- $623,951
- Benefits paid
- $196,226
- Administrative expenses
- $103,834
- Total expenses
- $300,060
- Net increase / (decrease)
- $323,891
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Professionals Llp | NONE | $16,593 | not reported in the loaded dataset |
| Hagberg & Associates, P.C. | NONE | $7,574 | not reported in the loaded dataset |