Local Union 317 Electrical Pension Plan — Form 5500 plan (Jt Brd Of Trustees Of Local Union 317 Electrical Pension 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 Union 317 Electrical Pension Plan is a benefit plan reported by Jt Brd Of Trustees Of Local Union 317 Electrical Pension Plan under EIN 51-6110771 and plan number 001. The latest loaded filing year is 2023. The filing reports 834 participants and $159,972,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Brd Of Trustees Of Local Union 317 Electrical Pension Plan
- EIN
- 51-6110771
- Plan number
- 001
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 834
- End-of-year plan assets
- $159,972,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 834 | H, C | 20240806091638NAL0001263955004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,972,427
- Total liabilities (EOY)
- $80,486
- Net assets (EOY)
- $159,891,941
- Net assets (BOY)
- $139,903,830
Income & contributions
- Employer contributions
- $8,764,074
- Total contributions
- $8,764,074
- Total income / additions
- $29,543,267
Expenses & distributions
- Benefits paid
- $9,347,873
- Administrative expenses
- $207,283
- Total expenses
- $9,555,156
- Net increase / (decrease)
- $19,988,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | NONE | $54,772 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $27,295 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $26,600 | not reported in the loaded dataset | 2023 |
| Gray, Griffith & Mays, A.C. | NONE | $10,435 | not reported in the loaded dataset | 2023 |
| Harris, Hardin & Company, A.C. | NONE | $9,028 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Brd Of Trustees Of Local Union 317 Electrical Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- American Benefit Corporation — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Gray, Griffith & Mays, A.C. — Schedule C compensation
- Harris, Hardin & Company, A.C. — Schedule C compensation