I.B.E.W. Local Union No. 479 Annuity / 401(K) Plan — Form 5500 plan (Trustees Of I.B.E.W. Local Union No 479 Annuity 401k Plan)
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 Union No. 479 Annuity / 401(K) Plan is a benefit plan reported by Trustees Of I.B.E.W. Local Union No 479 Annuity 401k Plan under EIN 20-3824733 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,586 participants and $67,696,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of I.B.E.W. Local Union No 479 Annuity 401k Plan
- EIN
- 20-3824733
- Plan number
- 001
- Plan type
- 1
- Location
- Beaumont, TX
- Latest filing year
- 2023
- Participants
- 1,586
- End-of-year plan assets
- $67,696,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,586 | H, C | 20240917161317NAL0005666496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,696,341
- Total liabilities (EOY)
- $117,990
- Net assets (EOY)
- $67,578,351
- Net assets (BOY)
- $58,390,410
Income & contributions
- Employer contributions
- $2,275,349
- Participant contributions
- $549,537
- Total contributions
- $3,390,993
- Total income / additions
- $12,722,852
Expenses & distributions
- Benefits paid
- $3,147,098
- Administrative expenses
- $387,813
- Total expenses
- $3,534,911
- Net increase / (decrease)
- $9,187,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential | PLAN ADMINISTRATOR | $255,417 | not reported in the loaded dataset | 2023 |
| Benefit Resources, Inc. | RECORD KEEPER | $44,352 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INV ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $17,113 | not reported in the loaded dataset | 2023 |
| The Segal Co. | ACTUARIAL | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of I.B.E.W. Local Union No 479 Annuity 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Beaumont, TX
- Prudential — Schedule C compensation
- Benefit Resources, Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation
- The Segal Co. — Schedule C compensation