2023 Form 5500 filing — Local 68 Engineers Union 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 20250414123009NAL0003366482001) for Local 68 Engineers Union Annuity Plan, reported by Local 68 Engineers Union Annuity Fund Board Of Trustees under EIN 22-6289939 and plan number 001. It reports 6,602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414123009NAL0003366482001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 68 Engineers Union Annuity Fund Board Of Trustees
- EIN
- 22-6289939
- Plan number
- 001
- Location
- West Caldwell, NJ
- Participants
- 6,602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $919,004,157
- Total liabilities (EOY)
- $5,876,355
- Net assets (EOY)
- $913,127,802
- Employer contributions
- $38,007,299
- Total income / additions
- $108,293,078
- Benefits paid
- $64,628,014
- Administrative expenses
- $1,687,015
- Total expenses
- $66,315,029
- Net increase / (decrease)
- $41,978,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hardman Johnston Global Advisors | NONE | $278,867 | not reported in the loaded dataset |
| Investment Performance Svcs LLC | NONE | $267,500 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $245,922 | not reported in the loaded dataset |
| Local 68 Eng Union Welfare Fd | AFFILIATED FUND | $165,559 | not reported in the loaded dataset |
| Chartwell Investment Ptrs | NONE | $163,208 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $151,306 | not reported in the loaded dataset |
| Local 68 Eng Union Education Fd | AFFILIATED FUND | $132,839 | not reported in the loaded dataset |
| Comerica Bank | NONE | $48,428 | $66,637 |
| The Northern Trust Company | NONE | $68,178 | $0 |
| Bridgeway Benefit Technologies | NONE | $37,905 | not reported in the loaded dataset |
| Christopher Ruton | EMPLOYEE | $30,906 | not reported in the loaded dataset |
| Oransky Scaraggi & Borg Pc | NONE | $24,400 | not reported in the loaded dataset |
| Mspc | NONE | $20,000 | not reported in the loaded dataset |
| Wasilewski & Keating Pc | NONE | $19,800 | not reported in the loaded dataset |