International Brotherhood Of Electrical Workers Seventh District Retirement Benefit And Trust Fund — Form 5500 plan (Board Of Trustees Of International Brotherhood Of Electrical Workers)
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, International Brotherhood Of Electrical Workers Seventh District Retirement Benefit And Trust Fund is a benefit plan reported by Board Of Trustees Of International Brotherhood Of Electrical Workers under EIN 75-1679061 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,187 participants and $88,840,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of International Brotherhood Of Electrical Workers
- EIN
- 75-1679061
- Plan number
- 001
- Plan type
- 1
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 2,187
- End-of-year plan assets
- $88,840,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,187 | H, C | 20240906120248NAL0001067457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,840,244
- Total liabilities (EOY)
- $76,659
- Net assets (EOY)
- $88,763,585
- Net assets (BOY)
- $81,447,085
Income & contributions
- Employer contributions
- $5,558,327
- Total contributions
- $5,558,327
- Total income / additions
- $13,481,389
Expenses & distributions
- Benefits paid
- $5,815,528
- Administrative expenses
- $349,361
- Total expenses
- $6,164,889
- Net increase / (decrease)
- $7,316,500
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Smdw Cpa | NONE | $96,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $61,850 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $53,693 | $0 | 2023 |
| Connors & Winters | NONE | $41,596 | not reported in the loaded dataset | 2023 |
| Segal Advisors | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $26,222 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of International Brotherhood Of Electrical Workers
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Amarillo, TX
- Smdw Cpa — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Connors & Winters — Schedule C compensation
- Segal Advisors — Schedule C compensation
- Invesco Trust Company — Schedule C compensation