Plan5500

Bd Of Trustees-Southern Ct Ibew Annuity Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bd Of Trustees-Southern Ct Ibew Annuity Fund (EIN 06-0932220) is a plan sponsor located in Wallingford, CT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0932220
Location
Wallingford, CT
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bd Of Trustees-Southern Ct Ibew Annuity Fund

  • 1 loaded plans hold $78.7M in reported assets.
  • The largest, Southern Ct Ibew Annuity Plan, holds 100% of this company's reported plan assets.
  • Plans cover 635 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$78.7MSummed across loaded plans$78,667,223
Total reported assets$78.7M$78,724,205
Total reported participants635
Total reported liabilities$57K$56,982

Reported net position

Reported assets = net assets + liabilities (summed)$78.7M total assets
Net assets$78.7MLiabilities$57K
Contributions & income
Employer contributions$2.9M
Participant contributionsNot reported
Total income / additions$12.6M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.5M
Net increase / (decrease)$8.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Southern Ct Ibew Annuity Plan
Participants per plan635Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Southern Ct Ibew Annuity Plan$78.7M
    Plan #001 · 635 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bd Of Trustees-Southern Ct Ibew Annuity Fund. Open one for its full reported snapshot.

  1. 2023
    Southern Ct Ibew Annuity Plan635 participants · 1Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bd Of Trustees-Southern Ct Ibew Annuity Fund report on Form 5500?
Bd Of Trustees-Southern Ct Ibew Annuity Fund (EIN 06-0932220) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bd Of Trustees-Southern Ct Ibew Annuity Fund?
The Employer Identification Number (EIN) reported for Bd Of Trustees-Southern Ct Ibew Annuity Fund is 06-0932220.
What is the latest Form 5500 filing year for Bd Of Trustees-Southern Ct Ibew Annuity Fund?
The latest loaded Form 5500 filing year for Bd Of Trustees-Southern Ct Ibew Annuity Fund is 2023.

Related Form 5500 pages