I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust — Form 5500 plan (I.B.E.W. Local 855 Defined Contribution Pension Trust Fund)
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, I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust is a benefit plan reported by I.B.E.W. Local 855 Defined Contribution Pension Trust Fund under EIN 35-1450886 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,286 participants and $21,787,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.B.E.W. Local 855 Defined Contribution Pension Trust Fund
- EIN
- 35-1450886
- Plan number
- 001
- Plan type
- 1
- Location
- Muncie, IN
- Latest filing year
- 2023
- Participants
- 1,286
- End-of-year plan assets
- $21,787,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,286 | H, C | 20241014152311NAL0045079424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,787,364
- Total liabilities (EOY)
- $50,377
- Net assets (EOY)
- $21,736,987
- Net assets (BOY)
- $18,378,035
Income & contributions
- Employer contributions
- $1,051,477
- Total contributions
- $1,334,827
- Total income / additions
- $4,368,442
Expenses & distributions
- Benefits paid
- $908,258
- Administrative expenses
- $101,232
- Total expenses
- $1,009,490
- Net increase / (decrease)
- $3,358,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Procourse Fiduciary Advisors, LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $17,977 | not reported in the loaded dataset | 2023 |
| Whitinger & Company, LLC | NONE | $16,600 | not reported in the loaded dataset | 2023 |
| Healthscope Benefits, Inc | NONE | $15,280 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $11,182 | not reported in the loaded dataset | 2023 |
| Acrisure LLC Dba United Insurance | NONE | $6,739 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.B.E.W. Local 855 Defined Contribution Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Muncie, IN
- Procourse Fiduciary Advisors, LLC — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Whitinger & Company, LLC — Schedule C compensation
- Healthscope Benefits, Inc — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Acrisure LLC Dba United Insurance — Schedule C compensation