2023 Form 5500 filing — I.B.E.W. Local 246 Retirement 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 20250923153007NAL0007485472001) for I.B.E.W. Local 246 Retirement Plan, reported by I.B.E.W. Local 246 Retirement Plan Board Of Trustees under EIN 34-1302212 and plan number 003. It reports 670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250923153007NAL0007485472001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.B.E.W. Local 246 Retirement Plan Board Of Trustees
- EIN
- 34-1302212
- Plan number
- 003
- Location
- Steubenville, OH
- Participants
- 670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,285,507
- Total liabilities (EOY)
- $80,129
- Net assets (EOY)
- $28,205,378
- Employer contributions
- $1,348,814
- Total income / additions
- $3,553,881
- Benefits paid
- $2,335,551
- Administrative expenses
- $239,488
- Total expenses
- $2,575,039
- Net increase / (decrease)
- $978,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning And Napier Advisors | NONE | $139,168 | not reported in the loaded dataset |
| Dgperry | NONE | $21,084 | not reported in the loaded dataset |
| Benesys | NONE | $17,838 | not reported in the loaded dataset |
| Macala & Piatt LLC | NONE | $13,086 | not reported in the loaded dataset |
| Fifth Third Bank | NONE | $11,310 | not reported in the loaded dataset |
| Ibew Local 246 Fringe Benefit Funds | NONE | $8,050 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $7,365 | not reported in the loaded dataset |