2023 Form 5500 filing — Electrical Workers Ibew Local 163 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 20241213171805NAL0021168384002) for Electrical Workers Ibew Local 163 Annuity Fund, reported by Board Of Trustees, Electrical Workers Ibew Local 163 Annuity Fund under EIN 23-6544827 and plan number 001. It reports 483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213171805NAL0021168384002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Electrical Workers Ibew Local 163 Annuity Fund
- EIN
- 23-6544827
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,440,270
- Total liabilities (EOY)
- $131,758
- Net assets (EOY)
- $115,308,512
- Employer contributions
- $4,180,439
- Total income / additions
- $26,048,763
- Benefits paid
- $8,065,380
- Administrative expenses
- $356,729
- Total expenses
- $8,422,109
- Net increase / (decrease)
- $17,626,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ie Shaffer | NONE | $57,980 | not reported in the loaded dataset |
| Captrust | NONE | $54,789 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | NONE | $38,875 | $0 |
| Calibre Cpa Group, Pllc | NONE | $22,702 | not reported in the loaded dataset |
| Kang Haggerty & Fetbroyt LLC | NONE | $14,000 | not reported in the loaded dataset |
| Meyer, Unkovic, & Scott Llp | NONE | $8,601 | not reported in the loaded dataset |