2023 Form 5500 filing — Southern Ct Ibew Annuity 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 20241015133417NAL0028590913001) for Southern Ct Ibew Annuity Plan, reported by Bd Of Trustees-Southern Ct Ibew Annuity Fund under EIN 06-0932220 and plan number 001. It reports 635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133417NAL0028590913001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees-Southern Ct Ibew Annuity Fund
- EIN
- 06-0932220
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 635
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,724,205
- Total liabilities (EOY)
- $56,982
- Net assets (EOY)
- $78,667,223
- Employer contributions
- $2,900,462
- Total income / additions
- $12,580,179
- Benefits paid
- $4,259,943
- Administrative expenses
- $258,127
- Total expenses
- $4,518,070
- Net increase / (decrease)
- $8,062,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance | NONE | $78,904 | $0 |
| Zenith American Solutions | NONE | $67,456 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | NONE | $51,902 | $0 |
| Robert M. Cheverie & Assoc | NONE | $20,000 | not reported in the loaded dataset |
| Novak Francella | NONE | $16,505 | not reported in the loaded dataset |