2023 Form 5500 filing — Supplemental Pension/401(K) Plan To Ibew Lu1141 Retirement And 401(K) 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 20250221124932NAL0006041025001) for Supplemental Pension/401(K) Plan To Ibew Lu1141 Retirement And 401(K) Plan, reported by Ibew Lu-1141 Pension Trust under EIN 73-6109391 and plan number 002. It reports 2,137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250221124932NAL0006041025001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Lu-1141 Pension Trust
- EIN
- 73-6109391
- Plan number
- 002
- Location
- Oklahoma City, OR
- Participants
- 2,137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $169,481,141
- Total liabilities (EOY)
- $28,817
- Net assets (EOY)
- $169,452,324
- Employer contributions
- $9,906,815
- Participant contributions
- $2,719,157
- Total income / additions
- $34,051,091
- Benefits paid
- $8,808,135
- Administrative expenses
- $109,978
- Total expenses
- $8,918,113
- Net increase / (decrease)
- $25,132,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argent Retirement Plan Advisors LLC | INVESTMENT ADVISOR | $85,699 | not reported in the loaded dataset |
| Capstone Retirement Services LLC | CONTRACT ADMIN | $15,800 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,979 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $500 | $0 |