2023 Form 5500 filing — I.B.E.W. Local 1158 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 20241015154130NAL0048718656001) for I.B.E.W. Local 1158 Annuity Plan, reported by I.B.E.W. Local 1158 under EIN 22-0886457 and plan number 004. It reports 632 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154130NAL0048718656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- I.B.E.W. Local 1158
- EIN
- 22-0886457
- Plan number
- 004
- Location
- Clifton, NJ
- Participants
- 632
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,921,877
- Total liabilities (EOY)
- $81,850
- Net assets (EOY)
- $9,840,027
- Employer contributions
- $1,230,094
- Participant contributions
- $0
- Total income / additions
- $2,018,678
- Benefits paid
- $548,301
- Administrative expenses
- $213,211
- Total expenses
- $761,512
- Net increase / (decrease)
- $1,257,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | BROKER | $73,961 | not reported in the loaded dataset |
| E.H, Thomson & Co., Inc. | RECORDKEEPER ACTUARY ADMI | $44,765 | not reported in the loaded dataset |
| Rosenberg Rich Baker Berman & Co., | AUDITOR | $30,500 | not reported in the loaded dataset |