Ibew Local Union 375 Electricians' Retirement Plan — Form 5500 plan (Ibew 375 Electricians' Retirement 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, Ibew Local Union 375 Electricians' Retirement Plan is a benefit plan reported by Ibew 375 Electricians' Retirement Plan under EIN 23-2055388 and plan number 001. The latest loaded filing year is 2023. The filing reports 748 participants and $170,013,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew 375 Electricians' Retirement Plan
- EIN
- 23-2055388
- Plan number
- 001
- Plan type
- 1
- Location
- Allentown, PA
- Latest filing year
- 2023
- Participants
- 748
- End-of-year plan assets
- $170,013,061
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 748 | H, C | 20241001164657NAL0007128705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $170,013,061
- Total liabilities (EOY)
- $111,857
- Net assets (EOY)
- $169,901,204
- Net assets (BOY)
- $145,263,812
Income & contributions
- Employer contributions
- $9,793,438
- Total contributions
- $9,793,438
- Total income / additions
- $33,140,845
Expenses & distributions
- Benefits paid
- $8,367,170
- Administrative expenses
- $136,283
- Total expenses
- $8,503,453
- Net increase / (decrease)
- $24,637,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Strategic Advisor Group | NONE | $61,689 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance Co | NONE | $48,515 | $0 | 2023 |
| Novak Francella, LLC | NONE | $21,862 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott, Llp | NONE | $14,753 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $9,319 | not reported in the loaded dataset | 2023 |
| Christman And Company | NONE | $5,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew 375 Electricians' Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Allentown, PA
- Captrust Strategic Advisor Group — Schedule C compensation
- Prudential Retirement Insurance Co — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Meyer, Unkovic & Scott, Llp — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Christman And Company — Schedule C compensation