2023 Form 5500 filing — Ibew Local 13 Retirement Plan
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 20241210114506NAL0011769265001) for Ibew Local 13 Retirement Plan, reported by Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee under EIN 42-1123177 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210114506NAL0011769265001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee
- EIN
- 42-1123177
- Plan number
- 001
- Location
- Burlington, IA
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,715,801
- Total liabilities (EOY)
- $68,872
- Net assets (EOY)
- $52,646,929
- Employer contributions
- $3,961,430
- Total income / additions
- $12,365,787
- Benefits paid
- $7,310,336
- Administrative expenses
- $90,510
- Total expenses
- $7,400,846
- Net increase / (decrease)
- $4,964,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | not reported in the loaded dataset | $38,419 | $0 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $26,125 | not reported in the loaded dataset |
| Wilson-Mcshane Corp | CONTRACT ADMINISTRATOR | $14,795 | not reported in the loaded dataset |
| Blake & Uhlig | ATTORNEY | $13,364 | not reported in the loaded dataset |
| Investment Consulting Group, Inc. | not reported in the loaded dataset | $12,417 | not reported in the loaded dataset |