2023 Form 5500 filing — Ibew Local 701 Retirement Savings 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 20250205095726NAL0005137555002) for Ibew Local 701 Retirement Savings Fund, reported by Board Of Trustees-Local 701 Retirement Savings Fund under EIN 36-6455509 and plan number 002. It reports 2,029 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205095726NAL0005137555002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Local 701 Retirement Savings Fund
- EIN
- 36-6455509
- Plan number
- 002
- Location
- Warrenville, IL
- Participants
- 2,029
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $386,855,977
- Total liabilities (EOY)
- $977,795
- Net assets (EOY)
- $385,878,182
- Employer contributions
- $17,351,978
- Participant contributions
- $163,246
- Total income / additions
- $72,106,384
- Benefits paid
- $25,656,006
- Administrative expenses
- $277,532
- Total expenses
- $26,274,157
- Net increase / (decrease)
- $45,832,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $105,773 | $0 |
| Segal Company | NONE | $19,255 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $16,800 | not reported in the loaded dataset |
| Arnold & Kadjan | NONE | $15,538 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $14,040 | not reported in the loaded dataset |
| Bridgeway Technologies | NONE | $12,757 | not reported in the loaded dataset |
| Hunt Insurance Agency, Inc | NONE | $0 | $7,591 |