Ibew Local Union No. 861 Pension And Retirement Fund — Form 5500 plan (Board Of Trustees Ibew Local Union No. 861 Pension And Retirement Fund)
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 Union No. 861 Pension And Retirement Fund is a benefit plan reported by Board Of Trustees Ibew Local Union No. 861 Pension And Retirement Fund under EIN 72-0575303 and plan number 001. The latest loaded filing year is 2023. The filing reports 952 participants and $55,290,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Local Union No. 861 Pension And Retirement Fund
- EIN
- 72-0575303
- Plan number
- 001
- Plan type
- 1
- Location
- Lake Charles, LA
- Latest filing year
- 2023
- Participants
- 952
- End-of-year plan assets
- $55,290,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 952 | H | 20241014150843NAL0013506387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,290,422
- Total liabilities (EOY)
- $41,894
- Net assets (EOY)
- $55,248,528
- Net assets (BOY)
- $49,564,271
Income & contributions
- Employer contributions
- $2,870,853
- Total contributions
- $2,870,853
- Total income / additions
- $10,277,065
Expenses & distributions
- Benefits paid
- $4,124,983
- Administrative expenses
- $467,825
- Total expenses
- $4,592,808
- Net increase / (decrease)
- $5,684,257
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.