Plan5500

Ibew Local No. 223 Deferred Income Plan — Form 5500 plan (Ibew Local No. 223 Union)

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, Ibew Local No. 223 Deferred Income Plan is a benefit plan reported by Ibew Local No. 223 Union under EIN 04-1472089 and plan number 002. The latest loaded filing year is 2023. The filing reports 566 participants and $27,504,590 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ibew Local No. 223 Union
EIN
04-1472089
Plan number
002
Plan type
1
Location
Meriden, CT
Latest filing year
2023
Participants
566
End-of-year plan assets
$27,504,590

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023566H, C20241014092711NAL0013058995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,504,590
Total liabilities (EOY)
$0
Net assets (EOY)
$27,504,590
Net assets (BOY)
$23,645,868

Income & contributions

Employer contributions
$2,345,153
Total contributions
$2,358,465
Total income / additions
$4,507,143

Expenses & distributions

Benefits paid
$567,119
Administrative expenses
$81,302
Total expenses
$648,421
Net increase / (decrease)
$3,858,722

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Zenith American SolutionsPLAN ADMINISTRATOR$29,984not reported in the loaded dataset2023
New Tower ManagementINVESTMENT MANAGER$13,127not reported in the loaded dataset2023
Segal Roitman LlpATTORNEYS$12,099not reported in the loaded dataset2023
Segal Marco AdvisorsINVESTMENT ADVISOR$6,000not reported in the loaded dataset2023

Related Form 5500 pages