Local 191 I.B.E.W. Money Purchase Plan — Form 5500 plan (Board Of Trustees, Local 191 I.B.E.W. Money)
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, Local 191 I.B.E.W. Money Purchase Plan is a benefit plan reported by Board Of Trustees, Local 191 I.B.E.W. Money under EIN 91-1176302 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,168 participants and $214,886,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Local 191 I.B.E.W. Money
- EIN
- 91-1176302
- Plan number
- 002
- Plan type
- 1
- Location
- Bothell, WA
- Latest filing year
- 2023
- Participants
- 4,168
- End-of-year plan assets
- $214,886,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,168 | H, C | 20250415222706NAL0004160337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $214,886,229
- Total liabilities (EOY)
- $649,637
- Net assets (EOY)
- $214,236,592
- Net assets (BOY)
- $193,720,231
Income & contributions
- Employer contributions
- $10,917,367
- Total contributions
- $11,007,631
- Total income / additions
- $34,121,440
Expenses & distributions
- Benefits paid
- $11,956,636
- Administrative expenses
- $1,170,808
- Total expenses
- $13,605,079
- Net increase / (decrease)
- $20,516,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $236,520 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $173,349 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $160,310 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates, Inc. | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, N.A. | NONE | $88,149 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital | NONE | $69,516 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company Lp | NONE | $63,702 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon Trust | NONE | $58,041 | $0 | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $42,257 | not reported in the loaded dataset | 2023 |
| Neca Star Union Data Systems | NONE | $33,937 | not reported in the loaded dataset | 2023 |
| Withum Smith+Brown | NONE | $31,099 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $21,300 | not reported in the loaded dataset | 2023 |
| Us Bank, N.A. | NONE | $19,301 | $0 | 2023 |
| Wells Fargo Bank, N.A. | NONE | $12,208 | not reported in the loaded dataset | 2023 |
| Access Information Management | NONE | $10,666 | not reported in the loaded dataset | 2023 |
| Brown & Brown Insurance Services,In | NONE | $8,400 | $1,663 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Local 191 I.B.E.W. Money
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bothell, WA
- Zenith American Solutions — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Alan D. Biller & Associates, Inc. — Schedule C compensation
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- Arrowstreet Capital — Schedule C compensation
- Loomis Sayles & Company Lp — Schedule C compensation
- The Bank Of New York Mellon Trust — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Neca Star Union Data Systems — Schedule C compensation
- Withum Smith+Brown — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Us Bank, N.A. — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- Access Information Management — Schedule C compensation
- Brown & Brown Insurance Services,In — Schedule C compensation