Plan5500

Ibew Local Union 94 Annuity Fund — Form 5500 plan (Local Union 94 I.B.E.W.)

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 94 Annuity Fund is a benefit plan reported by Local Union 94 I.B.E.W. under EIN 22-3314988 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,836 participants and $20,801,204 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Local Union 94 I.B.E.W.
EIN
22-3314988
Plan number
001
Plan type
1
Location
East Windsor, NJ
Latest filing year
2023
Participants
2,836
End-of-year plan assets
$20,801,204

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,836H, C20241015121625NAL0056062322001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,801,204
Total liabilities (EOY)
$41,938
Net assets (EOY)
$20,759,266
Net assets (BOY)
$18,107,629

Income & contributions

Employer contributions
$2,833,414
Participant contributions
$634,941
Total contributions
$3,468,355
Total income / additions
$6,163,883

Expenses & distributions

Benefits paid
$3,285,102
Administrative expenses
$227,144
Total expenses
$3,512,246
Net increase / (decrease)
$2,651,637

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NwpsN/A$171,909$02023
Baratz & Associates, P.A.AUDITOR$33,673not reported in the loaded dataset2023
Cohen, Leder, Montalbano & ConnaughLEGAL$14,734not reported in the loaded dataset2023

Related Form 5500 pages