Local 309, Ibew Income Security Fund — Form 5500 plan (Trustees Of Local 309, Ibew Income Security 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, Local 309, Ibew Income Security Fund is a benefit plan reported by Trustees Of Local 309, Ibew Income Security Fund under EIN 37-1414717 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,954 participants and $13,284,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 309, Ibew Income Security Fund
- EIN
- 37-1414717
- Plan number
- 501
- Plan type
- 1
- Location
- Collinsville, IL
- Latest filing year
- 2023
- Participants
- 1,954
- End-of-year plan assets
- $13,284,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,954 | H, C | 20241015101952NAL0028041393005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,284,079
- Total liabilities (EOY)
- $145,890
- Net assets (EOY)
- $13,138,189
- Net assets (BOY)
- $11,274,390
Income & contributions
- Employer contributions
- $1,042,928
- Total contributions
- $1,042,928
- Total income / additions
- $2,408,275
Expenses & distributions
- Benefits paid
- $450,070
- Administrative expenses
- $94,406
- Total expenses
- $544,476
- Net increase / (decrease)
- $1,863,799
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 309, Electrical Health And We | COMMON MEMBERSHIP | $28,321 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Mgmt | NONE | $27,478 | not reported in the loaded dataset | 2023 |
| Scheffel Boyle | NONE | $15,350 | not reported in the loaded dataset | 2023 |
| Schuchat, Cook, & Werner | NONE | $7,106 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local 309, Ibew Income Security Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Collinsville, IL
- Local 309, Electrical Health And We — Schedule C compensation
- Ziegler Capital Mgmt — Schedule C compensation
- Scheffel Boyle — Schedule C compensation
- Schuchat, Cook, & Werner — Schedule C compensation