Ibew Local Union No. 527 Annuity Plan — Form 5500 plan (Board Of Trustees Of Ibew Local Union No. 527 Annuity 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, Ibew Local Union No. 527 Annuity Plan is a benefit plan reported by Board Of Trustees Of Ibew Local Union No. 527 Annuity Plan under EIN 74-2091530 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $15,000,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew Local Union No. 527 Annuity Plan
- EIN
- 74-2091530
- Plan number
- 001
- Plan type
- 1
- Location
- Texas City, TX
- Latest filing year
- 2023
- Participants
- 387
- End-of-year plan assets
- $15,000,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 387 | H, C | 20240918144246NAL0002657315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,000,211
- Total liabilities (EOY)
- $81,079
- Net assets (EOY)
- $14,919,132
- Net assets (BOY)
- $13,573,293
Income & contributions
- Employer contributions
- $397,046
- Participant contributions
- $54,127
- Total contributions
- $847,458
- Total income / additions
- $2,797,596
Expenses & distributions
- Benefits paid
- $1,267,888
- Administrative expenses
- $183,869
- Total expenses
- $1,451,757
- Net increase / (decrease)
- $1,345,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oppenheimer Life Agency Ltd | INV ADVISOR | not reported in the loaded dataset | $25,468 | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
| Benefit Resources, Inc. | RECORDKEEPER | $14,480 | not reported in the loaded dataset | 2023 |
| The Segal Co | CONSULTANT | $8,000 | not reported in the loaded dataset | 2023 |
| Julie Jackson | ADMINISTRATOR | $5,983 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew Local Union No. 527 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Texas City, TX
- Oppenheimer Life Agency Ltd — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation
- Benefit Resources, Inc. — Schedule C compensation
- The Segal Co — Schedule C compensation
- Julie Jackson — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation