2023 Form 5500 filing — Local 309, Ibew Income Security 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 20241015101952NAL0028041393005) for Local 309, Ibew Income Security Fund, reported by Trustees Of Local 309, Ibew Income Security Fund under EIN 37-1414717 and plan number 501. It reports 1,954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101952NAL0028041393005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 309, Ibew Income Security Fund
- EIN
- 37-1414717
- Plan number
- 501
- Location
- Collinsville, IL
- Participants
- 1,954
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,284,079
- Total liabilities (EOY)
- $145,890
- Net assets (EOY)
- $13,138,189
- Employer contributions
- $1,042,928
- Total income / additions
- $2,408,275
- Benefits paid
- $450,070
- Administrative expenses
- $94,406
- Total expenses
- $544,476
- Net increase / (decrease)
- $1,863,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 309, Electrical Health And We | COMMON MEMBERSHIP | $28,321 | not reported in the loaded dataset |
| Ziegler Capital Mgmt | NONE | $27,478 | not reported in the loaded dataset |
| Scheffel Boyle | NONE | $15,350 | not reported in the loaded dataset |
| Schuchat, Cook, & Werner | NONE | $7,106 | not reported in the loaded dataset |