Ibew Local No 461 Defined Contribution Pension Plan — Form 5500 plan (Board Of Trustees Ibew Local No 461 Defined Contribution Pension)
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 No 461 Defined Contribution Pension Plan is a benefit plan reported by Board Of Trustees Ibew Local No 461 Defined Contribution Pension under EIN 36-2882653 and plan number 001. The latest loaded filing year is 2023. The filing reports 995 participants and $153,900,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Local No 461 Defined Contribution Pension
- EIN
- 36-2882653
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 995
- End-of-year plan assets
- $153,900,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 995 | H, C | 20241014170015NAL0013657491011 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,900,903
- Total liabilities (EOY)
- $341,769
- Net assets (EOY)
- $153,559,134
- Net assets (BOY)
- $128,327,745
Income & contributions
- Employer contributions
- $7,978,078
- Total contributions
- $7,978,078
- Total income / additions
- $30,333,348
Expenses & distributions
- Benefits paid
- $4,901,097
- Administrative expenses
- $200,862
- Total expenses
- $5,101,959
- Net increase / (decrease)
- $25,231,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa Investment Group | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $57,268 | not reported in the loaded dataset | 2023 |
| Tic International | NONE | $38,471 | not reported in the loaded dataset | 2023 |
| Eric J. Fernandez & Co. | NONE | $24,482 | not reported in the loaded dataset | 2023 |
| New York Life Trust Company | NONE | $9,689 | $0 | 2023 |
| Ibew Local 461 | PLAN MANAGER | $8,658 | not reported in the loaded dataset | 2023 |
| Richard J. Wolf Co. | NONE | $6,085 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $5,775 | not reported in the loaded dataset | 2023 |
| Kovitz Investment Group | NONE | $5,423 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew Local No 461 Defined Contribution Pension
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Meketa Investment Group — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Tic International — Schedule C compensation
- Eric J. Fernandez & Co. — Schedule C compensation
- New York Life Trust Company — Schedule C compensation
- Ibew Local 461 — Schedule C compensation
- Richard J. Wolf Co. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Kovitz Investment Group — Schedule C compensation