Ibew Local 683 Profit Sharing Annuity Plan — Form 5500 plan (Ibew Local 683 Board Of Trustees)

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 683 Profit Sharing Annuity Plan is a benefit plan reported by Ibew Local 683 Board Of Trustees under EIN 34-1442087 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,649 participants and $215,884,239 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ibew Local 683 Board Of Trustees
EIN
34-1442087
Plan number
002
Plan type
1
Location
St. Louis, MO
Latest filing year
2023
Participants
3,649
End-of-year plan assets
$215,884,239

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,649H, C20241015144512NAL0028807793019

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$215,884,239
Total liabilities (EOY)
$438,623
Net assets (EOY)
$215,445,616
Net assets (BOY)
$183,478,409

Income & contributions

Employer contributions
$11,797,737
Participant contributions
$2,148,279
Total contributions
$13,946,016
Total income / additions
$43,000,777

Expenses & distributions

Benefits paid
$10,768,322
Administrative expenses
$265,248
Total expenses
$11,033,570
Net increase / (decrease)
$31,967,207

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tic InternationalNONE$76,752not reported in the loaded dataset2023
Segal Marco AdvisorsNONE$75,000not reported in the loaded dataset2023
Allotta Farley Co, LpaNONE$38,361not reported in the loaded dataset2023
Dgperry, PllcNONE$33,484not reported in the loaded dataset2023
Segal Select InsuranceNONE$23,638not reported in the loaded dataset2023
Fidelity Investment Inst.Oper.Co.NONE$5,791not reported in the loaded dataset2023

Related Form 5500 pages