Local Union No. 90 I.B.E.W. Annuity Plan — Form 5500 plan (Board Of Trustees I.B.E.W. Local Union No. 90 Annuity Fund)
Plain-English plan 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, Local Union No. 90 I.B.E.W. Annuity Plan is a benefit plan reported by Board Of Trustees I.B.E.W. Local Union No. 90 Annuity Fund under EIN 06-6284210 and plan number 001. The latest loaded filing year is 2023. The filing reports 642 participants and $87,086,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees I.B.E.W. Local Union No. 90 Annuity Fund
- EIN
- 06-6284210
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 642
- End-of-year plan assets
- $87,086,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 642 | H, C | 20241014162423NAL0027850753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,086,957
- Total liabilities (EOY)
- $61,673
- Net assets (EOY)
- $87,025,284
- Net assets (BOY)
- $75,322,636
Income & contributions
- Employer contributions
- $5,570,677
- Total contributions
- $5,570,677
- Total income / additions
- $16,347,406
Expenses & distributions
- Benefits paid
- $4,485,359
- Administrative expenses
- $159,399
- Total expenses
- $4,644,758
- Net increase / (decrease)
- $11,702,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $46,548 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $26,755 | $0 | 2023 |
| Robert M. Cheverie & Associates P.C | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $23,859 | not reported in the loaded dataset | 2023 |
| Beers Hamerman Cohen & Burger Pc | NONE | $17,400 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $9,000 | $0 | 2023 |
| Novak Francella | NONE | $6,273 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees I.B.E.W. Local Union No. 90 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Zenith American Solutions — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Robert M. Cheverie & Associates P.C — Schedule C compensation
- The Segal Company — Schedule C compensation
- Beers Hamerman Cohen & Burger Pc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Novak Francella — Schedule C compensation