Ibew Local Union No 102 Surety Plan — Form 5500 plan (Ibew Local Union No 102 Surety Plan Board Of Trustees)
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, Ibew Local Union No 102 Surety Plan is a benefit plan reported by Ibew Local Union No 102 Surety Plan Board Of Trustees under EIN 22-2347484 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,890 participants and $637,415,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union No 102 Surety Plan Board Of Trustees
- EIN
- 22-2347484
- Plan number
- 002
- Plan type
- 1
- Location
- Parsippany, NJ
- Latest filing year
- 2023
- Participants
- 3,890
- End-of-year plan assets
- $637,415,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,890 | H, C | 20241010080202NAL0035220784002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $637,415,895
- Total liabilities (EOY)
- $451,097
- Net assets (EOY)
- $636,964,798
- Net assets (BOY)
- $592,237,371
Income & contributions
- Employer contributions
- $28,861,804
- Total contributions
- $29,062,332
- Total income / additions
- $81,994,673
Expenses & distributions
- Benefits paid
- $36,982,120
- Administrative expenses
- $285,126
- Total expenses
- $37,267,246
- Net increase / (decrease)
- $44,727,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ie Shaffer And Company | NONE | $124,767 | not reported in the loaded dataset | 2023 |
| Gerson & Assoc, Cpas And Advisors | NONE | $45,674 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co Of America | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $31,364 | not reported in the loaded dataset | 2023 |
| Oransky Scaraggi An Borg Pc | NONE | $18,133 | not reported in the loaded dataset | 2023 |
| Timothy R Hott Pc | NONE | $15,488 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Ins And Annui | NONE | $12,025 | not reported in the loaded dataset | 2023 |
| Shaughnessy Giella, Cpa, Pc | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union No 102 Surety Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Parsippany, NJ
- Ie Shaffer And Company — Schedule C compensation
- Gerson & Assoc, Cpas And Advisors — Schedule C compensation
- Prudential Insurance Co Of America — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Oransky Scaraggi An Borg Pc — Schedule C compensation
- Timothy R Hott Pc — Schedule C compensation
- Prudential Retirement Ins And Annui — Schedule C compensation
- Shaughnessy Giella, Cpa, Pc — Schedule C compensation