Local No. 661 Retirement Plan — Form 5500 plan (Trustees-Ibew 661 Retirement 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, Local No. 661 Retirement Plan is a benefit plan reported by Trustees-Ibew 661 Retirement Plan under EIN 48-0930235 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $26,207,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees-Ibew 661 Retirement Plan
- EIN
- 48-0930235
- Plan number
- 001
- Plan type
- 1
- Location
- Hutchinson, KS
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $26,207,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241007161506NAL0027941536002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,207,243
- Total liabilities (EOY)
- $37,625
- Net assets (EOY)
- $26,169,618
- Net assets (BOY)
- $22,255,262
Income & contributions
- Employer contributions
- $1,806,220
- Total contributions
- $1,806,220
- Total income / additions
- $5,460,289
Expenses & distributions
- Benefits paid
- $1,403,962
- Administrative expenses
- $141,971
- Total expenses
- $1,545,933
- Net increase / (decrease)
- $3,914,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CUSTODIAN | $77,944 | $0 | 2023 |
| Kansas Chapter Neca | CONTRACT ADMINISTRATOR | $29,615 | not reported in the loaded dataset | 2023 |
| Morrow & Co LLC | AUDITOR | $18,386 | not reported in the loaded dataset | 2023 |
| Mcafee & Taft | LEGAL | $9,366 | not reported in the loaded dataset | 2023 |
| Ima Wealth, Inc | INVESTMENT ADVISORY | $0 | $6,163 | 2023 |
| Fee Insurance Group, Inc | INSURANCE | $5,249 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees-Ibew 661 Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Hutchinson, KS
- Principal Life Insurance Company — Schedule C compensation
- Kansas Chapter Neca — Schedule C compensation
- Morrow & Co LLC — Schedule C compensation
- Mcafee & Taft — Schedule C compensation
- Ima Wealth, Inc — Schedule C compensation
- Fee Insurance Group, Inc — Schedule C compensation