2023 Form 5500 filing — Itpeu Annual Benefit 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 20250113162346NAL0018491393001) for Itpeu Annual Benefit Fund, reported by Itpeu Annual Benefit Fund C/O Erisa Systems under EIN 11-2823324 and plan number 501. It reports 2,098 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113162346NAL0018491393001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Itpeu Annual Benefit Fund C/O Erisa Systems
- EIN
- 11-2823324
- Plan number
- 501
- Location
- Clark, NJ
- Participants
- 2,098
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,430,083
- Total liabilities (EOY)
- $8,975,289
- Net assets (EOY)
- $8,454,794
- Employer contributions
- $14,163,297
- Total income / additions
- $15,417,869
- Benefits paid
- $12,356,023
- Administrative expenses
- $972,453
- Total expenses
- $13,328,476
- Net increase / (decrease)
- $2,089,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M.S. Administrators, Inc. | ADMIN. FOR REL. PLAN | $740,168 | not reported in the loaded dataset |
| Spear Wilderman P.C. | ATTORNEY FOR RELATED PLAN | $62,485 | not reported in the loaded dataset |
| Complete Actuarial Solutions Compan | CONSULTANT FOR RELATED PL | $44,000 | not reported in the loaded dataset |
| Buchbinder Tunick & Co. Llp | AUDITOR FOR RELATED PLAN | $38,439 | not reported in the loaded dataset |
| Weaver & Tidwell, L.L.P | AUDITOR FOR RELATED PLAN | $22,872 | $0 |
| Mspc | CONSULTANT FOR RELATED PL | $18,000 | not reported in the loaded dataset |
| Quan-Vest Consultants Inc. | CONSULTANT FOR RELATED PL | $7,992 | not reported in the loaded dataset |