2023 Form 5500 filing — I.B.E.W. Local 855 Defined Contribution Pension Plan & 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 20241014152311NAL0045079424001) for I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust, reported by I.B.E.W. Local 855 Defined Contribution Pension Trust Fund under EIN 35-1450886 and plan number 001. It reports 1,286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152311NAL0045079424001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.B.E.W. Local 855 Defined Contribution Pension Trust Fund
- EIN
- 35-1450886
- Plan number
- 001
- Location
- Muncie, IN
- Participants
- 1,286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,787,364
- Total liabilities (EOY)
- $50,377
- Net assets (EOY)
- $21,736,987
- Employer contributions
- $1,051,477
- Total income / additions
- $4,368,442
- Benefits paid
- $908,258
- Administrative expenses
- $101,232
- Total expenses
- $1,009,490
- Net increase / (decrease)
- $3,358,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Procourse Fiduciary Advisors, LLC | NONE | $25,000 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $17,977 | not reported in the loaded dataset |
| Whitinger & Company, LLC | NONE | $16,600 | not reported in the loaded dataset |
| Healthscope Benefits, Inc | NONE | $15,280 | not reported in the loaded dataset |
| Pnc Bank | NONE | $11,182 | not reported in the loaded dataset |
| Acrisure LLC Dba United Insurance | NONE | $6,739 | not reported in the loaded dataset |