I.B.E.W. Local 300 - Unit 1 Pension Plan — Form 5500 plan (International Brotherhood Of Electrical Workers Local 300 - Unit 1)
Plain-English plan 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, I.B.E.W. Local 300 - Unit 1 Pension Plan is a benefit plan reported by International Brotherhood Of Electrical Workers Local 300 - Unit 1 under EIN 03-0275174 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $37,313,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Brotherhood Of Electrical Workers Local 300 - Unit 1
- EIN
- 03-0275174
- Plan number
- 001
- Plan type
- 1
- Location
- South Burlington, VT
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $37,313,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20250411154423NAL0023452881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,313,993
- Total liabilities (EOY)
- $25,181
- Net assets (EOY)
- $37,288,812
- Net assets (BOY)
- $33,185,673
Income & contributions
- Employer contributions
- $1,168,442
- Total contributions
- $1,168,442
- Total income / additions
- $6,395,443
Expenses & distributions
- Benefits paid
- $2,183,836
- Administrative expenses
- $108,468
- Total expenses
- $2,292,304
- Net increase / (decrease)
- $4,103,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC. | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Future Planning Associates | NONE | $15,223 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $14,809 | not reported in the loaded dataset | 2023 |
| Krakow & Souris | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Manzi & Associates LLC | NONE | $8,945 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Brotherhood Of Electrical Workers Local 300 - Unit 1
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in South Burlington, VT
- Kestra Advisory Services, LLC. — Schedule C compensation
- Future Planning Associates — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Krakow & Souris — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation