2023 Form 5500 filing — Local Union 400 Ibew Joint 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 20250115113408NAL0043784146001) for Local Union 400 Ibew Joint Annuity Plan, reported by Trustees Of Local 400 Ibew Joint Annuity Fund under EIN 22-2160644 and plan number 001. It reports 1,459 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115113408NAL0043784146001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 400 Ibew Joint Annuity Fund
- EIN
- 22-2160644
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 1,459
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $273,004,188
- Total liabilities (EOY)
- $300,825
- Net assets (EOY)
- $272,703,363
- Employer contributions
- $8,859,243
- Total income / additions
- $39,432,037
- Benefits paid
- $16,329,441
- Administrative expenses
- $280,125
- Total expenses
- $16,609,566
- Net increase / (decrease)
- $22,822,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $147,223 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $35,373 | not reported in the loaded dataset |
| O'Brien, Belland & Bushinsky LLC | NONE | $27,694 | not reported in the loaded dataset |
| Morgan Stanley Graystone | NONE | $17,500 | not reported in the loaded dataset |
| Lindabury, Mccormick, Estabrook | NONE | $8,549 | not reported in the loaded dataset |
| Prudential Retirement Insurance | NONE | $0 | $0 |
| The Prudential Insurance Company | NONE | $0 | $0 |