2023 Form 5500 filing — Annuity Plan Ibew Local 96
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 20250407200719NAL0009591139001) for Annuity Plan Ibew Local 96, reported by Board Of Trustees Annuity Fund Ibew Local 96 under EIN 04-6295080 and plan number 002. It reports 879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407200719NAL0009591139001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Annuity Fund Ibew Local 96
- EIN
- 04-6295080
- Plan number
- 002
- Location
- Wallingford, CT
- Participants
- 879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,153,963
- Total liabilities (EOY)
- $47,076
- Net assets (EOY)
- $103,106,887
- Employer contributions
- $2,202,801
- Total income / additions
- $13,675,365
- Benefits paid
- $6,757,048
- Administrative expenses
- $188,363
- Total expenses
- $6,953,578
- Net increase / (decrease)
- $6,721,787
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | NONE | $67,809 | $0 |
| Zenith American Solutions, Inc. | NONE | $53,256 | not reported in the loaded dataset |
| Segal Roitman, Llp | NONE | $21,887 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $13,257 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $9,900 | not reported in the loaded dataset |