Ibew Local 288 Retirement And 401k Plan — Form 5500 plan (Ibew Local Union 288 And Neca Iowa Chapter, Joint Board Of Trustees)
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 288 Retirement And 401k Plan is a benefit plan reported by Ibew Local Union 288 And Neca Iowa Chapter, Joint Board Of Trustees under EIN 56-2364219 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $25,269,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union 288 And Neca Iowa Chapter, Joint Board Of Trustees
- EIN
- 56-2364219
- Plan number
- 001
- Plan type
- 1
- Location
- Waterloo, IA
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $25,269,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241004110008NAL0019492480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,269,497
- Total liabilities (EOY)
- $40,236
- Net assets (EOY)
- $25,229,261
- Net assets (BOY)
- $21,236,375
Income & contributions
- Employer contributions
- $1,511,681
- Participant contributions
- $49,447
- Total contributions
- $1,561,128
- Total income / additions
- $4,594,205
Expenses & distributions
- Benefits paid
- $491,126
- Administrative expenses
- $110,193
- Total expenses
- $601,319
- Net increase / (decrease)
- $3,992,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | not reported in the loaded dataset | $43,250 | $0 | 2023 |
| Investment Consulting Group | not reported in the loaded dataset | $19,263 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $14,303 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, P.A. | not reported in the loaded dataset | $12,460 | not reported in the loaded dataset | 2023 |
| Noridian Benefits Plan Administrato | not reported in the loaded dataset | $11,605 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union 288 And Neca Iowa Chapter, Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Waterloo, IA
- Principal Life Insurance Company — Schedule C compensation
- Investment Consulting Group — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Blake & Uhlig, P.A. — Schedule C compensation
- Noridian Benefits Plan Administrato — Schedule C compensation