2023 Form 5500 filing — Local 191 I.B.E.W. Money Purchase 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 20250415222706NAL0004160337001) for Local 191 I.B.E.W. Money Purchase Plan, reported by Board Of Trustees, Local 191 I.B.E.W. Money under EIN 91-1176302 and plan number 002. It reports 4,168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415222706NAL0004160337001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Local 191 I.B.E.W. Money
- EIN
- 91-1176302
- Plan number
- 002
- Location
- Bothell, WA
- Participants
- 4,168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $214,886,229
- Total liabilities (EOY)
- $649,637
- Net assets (EOY)
- $214,236,592
- Employer contributions
- $10,917,367
- Total income / additions
- $34,121,440
- Benefits paid
- $11,956,636
- Administrative expenses
- $1,170,808
- Total expenses
- $13,605,079
- Net increase / (decrease)
- $20,516,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $236,520 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $173,349 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $160,310 | not reported in the loaded dataset |
| Alan D. Biller & Associates, Inc. | NONE | $90,000 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, N.A. | NONE | $88,149 | not reported in the loaded dataset |
| Arrowstreet Capital | NONE | $69,516 | not reported in the loaded dataset |
| Loomis Sayles & Company Lp | NONE | $63,702 | not reported in the loaded dataset |
| The Bank Of New York Mellon Trust | NONE | $58,041 | $0 |
| Barlow Coughran Morales & Josephson | NONE | $42,257 | not reported in the loaded dataset |
| Neca Star Union Data Systems | NONE | $33,937 | not reported in the loaded dataset |
| Withum Smith+Brown | NONE | $31,099 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $21,300 | not reported in the loaded dataset |
| Us Bank, N.A. | NONE | $19,301 | $0 |
| Wells Fargo Bank, N.A. | NONE | $12,208 | not reported in the loaded dataset |
| Access Information Management | NONE | $10,666 | not reported in the loaded dataset |
| Brown & Brown Insurance Services,In | NONE | $8,400 | $1,663 |