2023 Form 5500 filing — Retirement Plan Of The Ibew Local 76 Retirement 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 20241015113619NAL0014500275001) for Retirement Plan Of The Ibew Local 76 Retirement Trust, reported by Board Of Trustees, Retirement Plan Of The Ibew under EIN 91-6243526 and plan number 001. It reports 3,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113619NAL0014500275001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Retirement Plan Of The Ibew
- EIN
- 91-6243526
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 3,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $221,336,571
- Total liabilities (EOY)
- $68,006
- Net assets (EOY)
- $221,268,565
- Employer contributions
- $4,063,146
- Participant contributions
- $1,902,314
- Total income / additions
- $41,034,438
- Benefits paid
- $6,871,266
- Administrative expenses
- $620,642
- Total expenses
- $7,491,908
- Net increase / (decrease)
- $33,542,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rehn & Associates | NONE | $180,821 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | NONE | $164,863 | $0 |
| Withumsmith+Brown, Pc | NONE | $93,040 | not reported in the loaded dataset |
| Verus Advisory Inc | NONE | $53,208 | not reported in the loaded dataset |
| Turner, Stoeve & Gagliardi, Ps | NONE | $48,390 | not reported in the loaded dataset |