2023 Form 5500 filing — Ibew Local Union No. 60 401(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 20251023060847NAL0005718178001) for Ibew Local Union No. 60 401(K) Plan, reported by Ibew Local Union No. 60 under EIN 31-6632806 and plan number 001. It reports 2,518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251023060847NAL0005718178001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union No. 60
- EIN
- 31-6632806
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 2,518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,416,111
- Total liabilities (EOY)
- $1,006,123
- Net assets (EOY)
- $56,409,988
- Employer contributions
- $5,630,300
- Participant contributions
- $2,172,171
- Total income / additions
- $15,470,792
- Benefits paid
- $2,199,799
- Administrative expenses
- $322,094
- Total expenses
- $2,528,105
- Net increase / (decrease)
- $12,942,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $125,921 | $0 |
| Ubs Financial Services, Inc. | NONE | $65,940 | $0 |
| Harper & Pearson Company | NONE | $47,604 | $0 |
| Southwest Service Administrators, I | NONE | $44,789 | $0 |
| Conner & Winters | NONE | $18,602 | $0 |
| Segal Select Insurance Services Inc | NONE | $7,856 | $0 |