Ibew Local Union No. 60 401(K) Plan — Form 5500 plan (Ibew Local Union No. 60)
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 No. 60 401(K) Plan is a benefit plan reported by Ibew Local Union No. 60 under EIN 31-6632806 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,518 participants and $57,416,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union No. 60
- EIN
- 31-6632806
- Plan number
- 001
- Plan type
- 1
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 2,518
- End-of-year plan assets
- $57,416,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,518 | H, C | 20251023060847NAL0005718178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,416,111
- Total liabilities (EOY)
- $1,006,123
- Net assets (EOY)
- $56,409,988
- Net assets (BOY)
- $43,467,301
Income & contributions
- Employer contributions
- $5,630,300
- Participant contributions
- $2,172,171
- Total contributions
- $7,802,471
- Total income / additions
- $15,470,792
Expenses & distributions
- Benefits paid
- $2,199,799
- Administrative expenses
- $322,094
- Total expenses
- $2,528,105
- Net increase / (decrease)
- $12,942,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $125,921 | $0 | 2023 |
| Ubs Financial Services, Inc. | NONE | $65,940 | $0 | 2023 |
| Harper & Pearson Company | NONE | $47,604 | $0 | 2023 |
| Southwest Service Administrators, I | NONE | $44,789 | $0 | 2023 |
| Conner & Winters | NONE | $18,602 | $0 | 2023 |
| Segal Select Insurance Services Inc | NONE | $7,856 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union No. 60
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Prudential Retirement Insurance And — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Harper & Pearson Company — Schedule C compensation
- Southwest Service Administrators, I — Schedule C compensation
- Conner & Winters — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation