Plan5500

2023 Form 5500 filing — Ibew Local 64 Profit Sharing Plan And Trust

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 20241011131507NAL0012524483008) for Ibew Local 64 Profit Sharing Plan And Trust, reported by Ibew Local 64 Profit Sharing Plan Joint Board Of Trustees under EIN 34-1290943 and plan number 003. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011131507NAL0012524483008
Filing year
2023
Form type
1
Plan sponsor
Ibew Local 64 Profit Sharing Plan Joint Board Of Trustees
EIN
34-1290943
Plan number
003
Location
Canfield, OH
Participants
479
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$45,639,756
Total liabilities (EOY)
$44,236
Net assets (EOY)
$45,595,520
Employer contributions
$2,528,032
Total income / additions
$9,333,864
Benefits paid
$2,641,142
Administrative expenses
$249,470
Total expenses
$2,890,612
Net increase / (decrease)
$6,443,252
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Milliman, Inc.RECORDKEEPER$42,556not reported in the loaded dataset
Yurchyk & Davis Cpa'S, IncAUDITOR$20,785not reported in the loaded dataset
Andco Consulting, LLCINVESTMENT CONSULTANT$20,000not reported in the loaded dataset
Benesys, Inc.THIRD PARTY ADMINISTRATOR$14,344not reported in the loaded dataset
Faulkner, Hoffman & Phillips, LLCATTORNEY$9,718not reported in the loaded dataset
Matrix Trust CompanyINVESTMENT CUSTODIAN$9,480not reported in the loaded dataset

Related Form 5500 pages