2023 Form 5500 filing — Ibew Local Union 668 Employees Pension 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 20250225124507NAL0018838800001) for Ibew Local Union 668 Employees Pension Plan, reported by Ibew Local Union 668 under EIN 31-1252733 and plan number 002. It reports 1,163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250225124507NAL0018838800001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union 668
- EIN
- 31-1252733
- Plan number
- 002
- Location
- Lafayette, IN
- Participants
- 1,163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,437,747
- Total liabilities (EOY)
- $103,914
- Net assets (EOY)
- $85,333,833
- Employer contributions
- $4,978,233
- Total income / additions
- $20,369,843
- Benefits paid
- $3,802,279
- Administrative expenses
- $187,468
- Total expenses
- $3,989,747
- Net increase / (decrease)
- $16,380,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Services | NONE | $106,317 | not reported in the loaded dataset |
| Umr, Inc. | NONE | $23,400 | not reported in the loaded dataset |
| Andco Consulting, LLC | NONE | $17,500 | not reported in the loaded dataset |
| L.M. Henderson & Company, LLC | NONE | $14,165 | not reported in the loaded dataset |
| The Thompson Group | NONE | $6,586 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $6,050 | not reported in the loaded dataset |