Ibew Local 613 & Contributing Employers Retiree — Form 5500 plan (Trustees Of Ibew Local 613 & Contributing Employers Retiree)
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 613 & Contributing Employers Retiree is a benefit plan reported by Trustees Of Ibew Local 613 & Contributing Employers Retiree under EIN 46-3415861 and plan number 501. The latest loaded filing year is 2023. The filing reports 583 participants and $3,231,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local 613 & Contributing Employers Retiree
- EIN
- 46-3415861
- Plan number
- 501
- Plan type
- 1
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 583
- End-of-year plan assets
- $3,231,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 583 | H, C | 20240821105228NAL0003849297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,231,028
- Total liabilities (EOY)
- $56,385
- Net assets (EOY)
- $3,174,643
- Net assets (BOY)
- $4,002,768
Income & contributions
- Employer contributions
- $620,976
- Participant contributions
- $270,108
- Total contributions
- $891,084
- Total income / additions
- $1,179,079
Expenses & distributions
- Benefits paid
- $1,875,469
- Administrative expenses
- $131,735
- Total expenses
- $2,007,204
- Net increase / (decrease)
- -$828,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefits Admin. | NONE | $64,919 | not reported in the loaded dataset | 2023 |
| Cigna Healthcare | NONE | $28,681 | $0 | 2023 |
| Willis Towers Watson | NONE | $25,400 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $18,402 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory | NONE | $16,811 | not reported in the loaded dataset | 2023 |
| Atlanta Capital | NONE | $8,037 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local 613 & Contributing Employers Retiree
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- National Employee Benefits Admin. — Schedule C compensation
- Cigna Healthcare — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Arnall Golden Gregory — Schedule C compensation
- Atlanta Capital — Schedule C compensation