2023 Form 5500 filing — Ibew Local Union No. 861 Pension And Retirement 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 20241014150843NAL0013506387001) for Ibew Local Union No. 861 Pension And Retirement Fund, reported by Board Of Trustees Ibew Local Union No. 861 Pension And Retirement Fund under EIN 72-0575303 and plan number 001. It reports 952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241014150843NAL0013506387001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew Local Union No. 861 Pension And Retirement Fund
- EIN
- 72-0575303
- Plan number
- 001
- Location
- Lake Charles, LA
- Participants
- 952
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,290,422
- Total liabilities (EOY)
- $41,894
- Net assets (EOY)
- $55,248,528
- Employer contributions
- $2,870,853
- Total income / additions
- $10,277,065
- Benefits paid
- $4,124,983
- Administrative expenses
- $467,825
- Total expenses
- $4,592,808
- Net increase / (decrease)
- $5,684,257
- Schedule source
- Schedule H