2023 Form 5500 filing — Ibew Local 1249 Annuity Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003135717NAL0009929121005) for Ibew Local 1249 Annuity Fund, reported by Ibew Local 1249 Annuity Fund under EIN 86-3163143 and plan number 001. It reports 3,026 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003135717NAL0009929121005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 1249 Annuity Fund
- EIN
- 86-3163143
- Plan number
- 001
- Location
- Cicero, NY
- Participants
- 3,026
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,578,165
- Total liabilities (EOY)
- $458,134
- Net assets (EOY)
- $22,120,031
- Employer contributions
- $10,618,828
- Total income / additions
- $11,834,732
- Benefits paid
- $17,406
- Administrative expenses
- $193,029
- Total expenses
- $210,435
- Net increase / (decrease)
- $11,624,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blitman & King | NONE | $37,799 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $28,650 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $27,062 | $0 |