The Everbrite, LLC Retirement Plan For Employees Represented By The Madison Ibew Local #965 Pension Plan — Form 5500 plan (Everbrite, LLC)
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, The Everbrite, LLC Retirement Plan For Employees Represented By The Madison Ibew Local #965 Pension Plan is a benefit plan reported by Everbrite, LLC under EIN 65-1164066 and plan number 003. The latest loaded filing year is 2023. The filing reports 128 participants and $5,981,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Everbrite, LLC
- EIN
- 65-1164066
- Plan number
- 003
- Plan type
- 2
- Location
- Greenfield, WI
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $5,981,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20240126141522NAL0020407152001 |
| 2023 | 213 | H, C | 20250219164912NAL0003077363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,437,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,437,759
- Net assets (BOY)
- $4,972,703
Income & contributions
- Employer contributions
- $145,495
- Participant contributions
- $100,537
- Total contributions
- $311,221
- Total income / additions
- $1,217,863
Expenses & distributions
- Benefits paid
- $740,171
- Administrative expenses
- $12,636
- Total expenses
- $752,807
- Net increase / (decrease)
- $465,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Company | RECORDKEEPER | $8,990 | $0 | 2023 |
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $8,507 | not reported in the loaded dataset | 2023 |
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $7,676 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,960 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Everbrite, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Greenfield, WI
- Great-West Life & Annuity Company — Schedule C compensation
- Spectrum Investment Advisors Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation