2023 Form 5500 filing — Ibew Local Union No 102 Surety Plan
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 20241010080202NAL0035220784002) for Ibew Local Union No 102 Surety Plan, reported by Ibew Local Union No 102 Surety Plan Board Of Trustees under EIN 22-2347484 and plan number 002. It reports 3,890 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010080202NAL0035220784002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union No 102 Surety Plan Board Of Trustees
- EIN
- 22-2347484
- Plan number
- 002
- Location
- Parsippany, NJ
- Participants
- 3,890
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $637,415,895
- Total liabilities (EOY)
- $451,097
- Net assets (EOY)
- $636,964,798
- Employer contributions
- $28,861,804
- Total income / additions
- $81,994,673
- Benefits paid
- $36,982,120
- Administrative expenses
- $285,126
- Total expenses
- $37,267,246
- Net increase / (decrease)
- $44,727,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ie Shaffer And Company | NONE | $124,767 | not reported in the loaded dataset |
| Gerson & Assoc, Cpas And Advisors | NONE | $45,674 | not reported in the loaded dataset |
| Prudential Insurance Co Of America | NONE | $36,000 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $31,364 | not reported in the loaded dataset |
| Oransky Scaraggi An Borg Pc | NONE | $18,133 | not reported in the loaded dataset |
| Timothy R Hott Pc | NONE | $15,488 | not reported in the loaded dataset |
| Prudential Retirement Ins And Annui | NONE | $12,025 | not reported in the loaded dataset |
| Shaughnessy Giella, Cpa, Pc | NONE | $12,000 | not reported in the loaded dataset |