I.B.E.W Local 697 Defined Contribution Plan — Form 5500 plan (Trustees Of I.B.E.W Local 697 Defined Contribution Plan)
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 697 Defined Contribution Plan is a benefit plan reported by Trustees Of I.B.E.W Local 697 Defined Contribution Plan under EIN 35-1773526 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,082 participants and $389,744,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of I.B.E.W Local 697 Defined Contribution Plan
- EIN
- 35-1773526
- Plan number
- 002
- Plan type
- 1
- Location
- Merrillville, IN
- Latest filing year
- 2023
- Participants
- 1,082
- End-of-year plan assets
- $389,744,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,082 | H, C | 20241009131101NAL0032724112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $389,744,986
- Total liabilities (EOY)
- $344,851
- Net assets (EOY)
- $389,400,135
- Net assets (BOY)
- $336,811,776
Income & contributions
- Employer contributions
- $13,319,951
- Participant contributions
- $34,569
- Total contributions
- $13,493,059
- Total income / additions
- $73,139,760
Expenses & distributions
- Benefits paid
- $19,961,689
- Administrative expenses
- $589,712
- Total expenses
- $20,551,401
- Net increase / (decrease)
- $52,588,359
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | NONE | $259,236 | $0 | 2023 |
| P Keenan | ADMINISTRATOR | $65,999 | not reported in the loaded dataset | 2023 |
| J Swider | EMPLOYEE | $34,392 | not reported in the loaded dataset | 2023 |
| Hagberg & Associates | NONE | $33,427 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $33,266 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $30,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of I.B.E.W Local 697 Defined Contribution Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Merrillville, IN
- The Vanguard Group — Schedule C compensation
- P Keenan — Schedule C compensation
- J Swider — Schedule C compensation
- Hagberg & Associates — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Marquette Associates — Schedule C compensation