2023 Form 5500 filing — Ibew Local 712 Scholarship Trust 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 20241014141214NAL0013427091003) for Ibew Local 712 Scholarship Trust Fund, reported by Ibew Local 712 Scholarship Trust Fund under EIN 23-7268868 and plan number 504. It reports 1,746 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141214NAL0013427091003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 712 Scholarship Trust Fund
- EIN
- 23-7268868
- Plan number
- 504
- Location
- Pittsburgh, PA
- Participants
- 1,746
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,051,079
- Net assets (EOY)
- $3,051,079
- Employer contributions
- $92,245
- Total income / additions
- $350,562
- Benefits paid
- $145,000
- Administrative expenses
- $35,429
- Total expenses
- $180,429
- Net increase / (decrease)
- $170,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | NONE | $14,826 | not reported in the loaded dataset |
| Packer Thomas | NONE | $7,500 | not reported in the loaded dataset |
| Cds Administrators Inc | NONE | $5,880 | not reported in the loaded dataset |