International Brotherhood Of Electrical Workers Local Union 873 Retirement Plan And Trust — Form 5500 plan (Bd Of Trustees - Ibew Local Union No. 873)
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, International Brotherhood Of Electrical Workers Local Union 873 Retirement Plan And Trust is a benefit plan reported by Bd Of Trustees - Ibew Local Union No. 873 under EIN 35-0415484 and plan number 001. The latest loaded filing year is 2023. The filing reports 545 participants and $80,197,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees - Ibew Local Union No. 873
- EIN
- 35-0415484
- Plan number
- 001
- Plan type
- 1
- Location
- Kokomo, IN
- Latest filing year
- 2023
- Participants
- 545
- End-of-year plan assets
- $80,197,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 545 | H, C | 20250724124512NAL0005989392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,197,281
- Total liabilities (EOY)
- $4,146,225
- Net assets (EOY)
- $76,051,056
- Net assets (BOY)
- $57,734,613
Income & contributions
- Employer contributions
- $26,444,894
- Total contributions
- $7,243,592
- Total income / additions
- $21,512,280
Expenses & distributions
- Benefits paid
- $3,029,719
- Administrative expenses
- $166,118
- Total expenses
- $3,195,837
- Net increase / (decrease)
- $18,316,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Andco Consulting, LLC | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| John Hancock | NONE | $33,130 | not reported in the loaded dataset | 2023 |
| Healthscope Benefits, LLC | NONE | $31,274 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $17,750 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners, LLC | NONE | $15,713 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees - Ibew Local Union No. 873
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Kokomo, IN
- Andco Consulting, LLC — Schedule C compensation
- John Hancock — Schedule C compensation
- Healthscope Benefits, LLC — Schedule C compensation
- L.M. Henderson & Company, Llp — Schedule C compensation
- Ledbetter Partners, LLC — Schedule C compensation