2023 Form 5500 filing — Ibew Local Union 269 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 20241010160016NAL0040772850001) for Ibew Local Union 269 Annuity Fund, reported by Ibew Local Union 269 Annuity Fund under EIN 22-2393763 and plan number 002. It reports 1,890 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160016NAL0040772850001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union 269 Annuity Fund
- EIN
- 22-2393763
- Plan number
- 002
- Location
- West Trenton, NJ
- Participants
- 1,890
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $268,171,968
- Total liabilities (EOY)
- $303,758
- Net assets (EOY)
- $267,868,210
- Employer contributions
- $13,101,471
- Total income / additions
- $41,699,941
- Benefits paid
- $16,497,089
- Administrative expenses
- $316,527
- Total expenses
- $16,813,616
- Net increase / (decrease)
- $24,886,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metropolitian Life Insurance Co | NONE | $241,328 | not reported in the loaded dataset |
| I.E. Shaffer | NONE | $152,077 | not reported in the loaded dataset |
| Prudential Insurance Company Of Ame | not reported in the loaded dataset | $45,000 | $0 |
| Mspc Certified Public Accountants | NONE | $32,379 | not reported in the loaded dataset |
| Pfm Advisors | NONE | $30,000 | not reported in the loaded dataset |
| Pellettieri, Rabstein & Altman | NONE | $17,816 | not reported in the loaded dataset |
| Priac | not reported in the loaded dataset | $15,000 | $0 |
| Prudential Investment Management Sv | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| Blackrock Fund Advisors | NONE | $0 | $0 |
| New York Life Investment Management | NONE | $0 | $0 |
| Principal Global Investors LLC | NONE | $0 | $0 |
| Wellington Management Company Llp | NONE | $0 | $0 |
| Vanguard Group Inc | NONE | $0 | $0 |
| Allspring Funds Management, LLC | NONE | $0 | $0 |