2023 Form 5500 filing — Joint Annuity Fund Local 164 Ibew
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 20241015113644NAL0016240803002) for Joint Annuity Fund Local 164 Ibew, reported by Joint Annuity Fund Local 164 Ibew under EIN 22-6031200 and plan number 002. It reports 3,866 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113644NAL0016240803002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Annuity Fund Local 164 Ibew
- EIN
- 22-6031200
- Plan number
- 002
- Location
- Roseland, NJ
- Participants
- 3,866
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $832,404,557
- Total liabilities (EOY)
- $264,447
- Net assets (EOY)
- $832,140,110
- Employer contributions
- $35,527,402
- Total income / additions
- $153,621,767
- Benefits paid
- $47,777,858
- Administrative expenses
- $1,374,469
- Total expenses
- $49,152,327
- Net increase / (decrease)
- $104,469,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Ins & Ann Co. | NONE | $911,539 | $0 |
| Fabian And Byrn, LLC | NONE | $152,574 | not reported in the loaded dataset |
| Mpc Capital Advisors, LLC | NONE | $122,195 | not reported in the loaded dataset |
| Mspc | NONE | $75,671 | not reported in the loaded dataset |
| Zazzali Fagella | NONE | $24,606 | not reported in the loaded dataset |