Int Brotherhood Of Electrical Workers Local 141 Profit Sharing Plan — Form 5500 plan (Board Of Trustees For The Ibew 141 Profit Sharing 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, Int Brotherhood Of Electrical Workers Local 141 Profit Sharing Plan is a benefit plan reported by Board Of Trustees For The Ibew 141 Profit Sharing Plan under EIN 20-5981161 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $104,300,950 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees For The Ibew 141 Profit Sharing Plan
- EIN
- 20-5981161
- Plan number
- 001
- Plan type
- 1
- Location
- Wheeling, WV
- Latest filing year
- 2023
- Participants
- 520
- End-of-year plan assets
- $104,300,950
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 520 | H, C | 20240903124743NAL0010564083002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,300,950
- Total liabilities (EOY)
- $188,467
- Net assets (EOY)
- $104,112,483
- Net assets (BOY)
- $93,272,711
Income & contributions
- Employer contributions
- $3,725,915
- Total contributions
- $3,725,915
- Total income / additions
- $15,570,696
Expenses & distributions
- Benefits paid
- $3,928,654
- Administrative expenses
- $802,270
- Total expenses
- $4,730,924
- Net increase / (decrease)
- $10,839,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Management | TRUSTEE / INVESTMENT MNGT | $608,249 | $0 | 2023 |
| American Benefit Corp | PLAN ADMINSTRATOR | $61,514 | $2,268 | 2023 |
| Fifth Third Bank | INVESTMENT CUSTODIAN | $27,667 | $0 | 2023 |
| Benefit Solutions Inc | RECORDKEEPER | $26,275 | $0 | 2023 |
| Kozicki Hughes Tickerhoof, Pllc | PLAN AUDITOR | $19,500 | $0 | 2023 |
| Gallagher Fiduciary Advisors | CONSULTING | $17,500 | $0 | 2023 |
| Ibew Local Union 141 | LOCAL ASSESSMENT | $15,718 | $0 | 2023 |
| Macala & Piatt, LLC | PLAN ATTORNEY | $9,672 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees For The Ibew 141 Profit Sharing Plan
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Wheeling, WV
- Jp Morgan Investment Management — Schedule C compensation
- American Benefit Corp — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Benefit Solutions Inc — Schedule C compensation
- Kozicki Hughes Tickerhoof, Pllc — Schedule C compensation
- Gallagher Fiduciary Advisors — Schedule C compensation
- Ibew Local Union 141 — Schedule C compensation
- Macala & Piatt, LLC — Schedule C compensation