Ibew Local Union 668 Employees Pension Plan — Form 5500 plan (Ibew Local Union 668)
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 668 Employees Pension Plan is a benefit plan reported by Ibew Local Union 668 under EIN 31-1252733 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,163 participants and $85,437,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union 668
- EIN
- 31-1252733
- Plan number
- 002
- Plan type
- 1
- Location
- Lafayette, IN
- Latest filing year
- 2023
- Participants
- 1,163
- End-of-year plan assets
- $85,437,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,163 | H, C | 20250225124507NAL0018838800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,437,747
- Total liabilities (EOY)
- $103,914
- Net assets (EOY)
- $85,333,833
- Net assets (BOY)
- $68,953,737
Income & contributions
- Employer contributions
- $4,978,233
- Total contributions
- $4,978,233
- Total income / additions
- $20,369,843
Expenses & distributions
- Benefits paid
- $3,802,279
- Administrative expenses
- $187,468
- Total expenses
- $3,989,747
- Net increase / (decrease)
- $16,380,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Services | NONE | $106,317 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | NONE | $23,400 | not reported in the loaded dataset | 2023 |
| Andco Consulting, LLC | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, LLC | NONE | $14,165 | not reported in the loaded dataset | 2023 |
| The Thompson Group | NONE | $6,586 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $6,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union 668
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Lafayette, IN
- John Hancock Retirement Services — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- L.M. Henderson & Company, LLC — Schedule C compensation
- The Thompson Group — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation