Local Union 212 Ibew Supplemental Unemployment Benefit Trust Fund — Form 5500 plan (Local Union 212 Ibew Supplemental Unemployment Benefit Trust)
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, Local Union 212 Ibew Supplemental Unemployment Benefit Trust Fund is a benefit plan reported by Local Union 212 Ibew Supplemental Unemployment Benefit Trust under EIN 23-7278092 and plan number 503. The latest loaded filing year is 2023. The filing reports 1,703 participants and $12,640,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local Union 212 Ibew Supplemental Unemployment Benefit Trust
- EIN
- 23-7278092
- Plan number
- 503
- Plan type
- 1
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 1,703
- End-of-year plan assets
- $12,640,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,703 | H, C | 20250131163011NAL0001531219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,640,809
- Total liabilities (EOY)
- $609,548
- Net assets (EOY)
- $12,031,261
- Net assets (BOY)
- $11,707,036
Income & contributions
- Employer contributions
- $1,184,509
- Total contributions
- $1,184,509
- Total income / additions
- $2,057,745
Expenses & distributions
- Benefits paid
- $1,541,098
- Administrative expenses
- $192,422
- Total expenses
- $1,733,520
- Net increase / (decrease)
- $324,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kelley Galloway Smith Goolsby, Psc | NONE | $36,106 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions, Inc. | NONE | $32,311 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $14,570 | $0 | 2023 |
| Ledbetter Partners, LLC | NONE | $13,373 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | NONE | $12,981 | $0 | 2023 |
| Cuni, Rust & Strenk | NONE | $7,980 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local Union 212 Ibew Supplemental Unemployment Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Kelley Galloway Smith Goolsby, Psc — Schedule C compensation
- Zenith American Solutions, Inc. — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Ledbetter Partners, LLC — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation