2023 Form 5500 filing — International Brotherhood Of Electrical Workers Local Union 873 Retirement Plan And Trust
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 20250724124512NAL0005989392001) for International Brotherhood Of Electrical Workers Local Union 873 Retirement Plan And Trust, reported by Bd Of Trustees - Ibew Local Union No. 873 under EIN 35-0415484 and plan number 001. It reports 545 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250724124512NAL0005989392001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees - Ibew Local Union No. 873
- EIN
- 35-0415484
- Plan number
- 001
- Location
- Kokomo, IN
- Participants
- 545
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,197,281
- Total liabilities (EOY)
- $4,146,225
- Net assets (EOY)
- $76,051,056
- Employer contributions
- $26,444,894
- Total income / additions
- $21,512,280
- Benefits paid
- $3,029,719
- Administrative expenses
- $166,118
- Total expenses
- $3,195,837
- Net increase / (decrease)
- $18,316,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Andco Consulting, LLC | NONE | $48,000 | not reported in the loaded dataset |
| John Hancock | NONE | $33,130 | not reported in the loaded dataset |
| Healthscope Benefits, LLC | NONE | $31,274 | not reported in the loaded dataset |
| L.M. Henderson & Company, Llp | NONE | $17,750 | not reported in the loaded dataset |
| Ledbetter Partners, LLC | NONE | $15,713 | not reported in the loaded dataset |