2023 Form 5500 filing — Ibew Local 56 Employees Deferred Savings 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 20250207102534NAL0023754480001) for Ibew Local 56 Employees Deferred Savings Plan, reported by Board Of Trustees Ibew Local 56 Employees Deferred Savings Plan under EIN 25-1409929 and plan number 002. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207102534NAL0023754480001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew Local 56 Employees Deferred Savings Plan
- EIN
- 25-1409929
- Plan number
- 002
- Location
- Erie, PA
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,442,489
- Total liabilities (EOY)
- $45,047
- Net assets (EOY)
- $49,397,442
- Employer contributions
- $1,940,657
- Total income / additions
- $10,960,013
- Benefits paid
- $3,691,570
- Administrative expenses
- $103,482
- Total expenses
- $3,795,052
- Net increase / (decrease)
- $7,164,961
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard | NONE | $19,859 | $0 |
| Andco Consulting | NONE | $15,868 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $12,035 | not reported in the loaded dataset |
| Meyer, Unkovic, & Scott, Llp | NONE | $7,728 | not reported in the loaded dataset |