2023 Form 5500 filing — Local 840 Ibew 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 20241004100126NAL0019433216002) for Local 840 Ibew Annuity Fund, reported by Board Of Trustees Of Ibew Local 840 Annuity Fund under EIN 22-6477218 and plan number 002. It reports 315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004100126NAL0019433216002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ibew Local 840 Annuity Fund
- EIN
- 22-6477218
- Plan number
- 002
- Location
- Geneva, NY
- Participants
- 315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,583,089
- Total liabilities (EOY)
- $26,648
- Net assets (EOY)
- $15,556,441
- Employer contributions
- $968,481
- Total income / additions
- $2,027,689
- Benefits paid
- $1,037,545
- Administrative expenses
- $192,145
- Total expenses
- $1,229,690
- Net increase / (decrease)
- $797,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $87,524 | not reported in the loaded dataset |
| Ibew Local 840 Pension Fund | RELATED BENEFIT PLAN | $59,538 | not reported in the loaded dataset |
| Bonadio & Co.,Llp | NONE | $12,800 | not reported in the loaded dataset |
| Robert Pizzo | NONE | $9,510 | not reported in the loaded dataset |