Local 68 Engineers Union Annuity Plan — Form 5500 plan (Local 68 Engineers Union Annuity Fund 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, Local 68 Engineers Union Annuity Plan is a benefit plan reported by Local 68 Engineers Union Annuity Fund Board Of Trustees under EIN 22-6289939 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,602 participants and $919,004,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 68 Engineers Union Annuity Fund Board Of Trustees
- EIN
- 22-6289939
- Plan number
- 001
- Plan type
- 1
- Location
- West Caldwell, NJ
- Latest filing year
- 2023
- Participants
- 6,602
- End-of-year plan assets
- $919,004,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,602 | H, C | 20250414123009NAL0003366482001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $919,004,157
- Total liabilities (EOY)
- $5,876,355
- Net assets (EOY)
- $913,127,802
- Net assets (BOY)
- $871,149,753
Income & contributions
- Employer contributions
- $38,007,299
- Total contributions
- $38,007,299
- Total income / additions
- $108,293,078
Expenses & distributions
- Benefits paid
- $64,628,014
- Administrative expenses
- $1,687,015
- Total expenses
- $66,315,029
- Net increase / (decrease)
- $41,978,049
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hardman Johnston Global Advisors | NONE | $278,867 | not reported in the loaded dataset | 2023 |
| Investment Performance Svcs LLC | NONE | $267,500 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $245,922 | not reported in the loaded dataset | 2023 |
| Local 68 Eng Union Welfare Fd | AFFILIATED FUND | $165,559 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Ptrs | NONE | $163,208 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $151,306 | not reported in the loaded dataset | 2023 |
| Local 68 Eng Union Education Fd | AFFILIATED FUND | $132,839 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $48,428 | $66,637 | 2023 |
| The Northern Trust Company | NONE | $68,178 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $37,905 | not reported in the loaded dataset | 2023 |
| Christopher Ruton | EMPLOYEE | $30,906 | not reported in the loaded dataset | 2023 |
| Oransky Scaraggi & Borg Pc | NONE | $24,400 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Wasilewski & Keating Pc | NONE | $19,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 68 Engineers Union Annuity Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Caldwell, NJ
- Hardman Johnston Global Advisors — Schedule C compensation
- Investment Performance Svcs LLC — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Local 68 Eng Union Welfare Fd — Schedule C compensation
- Chartwell Investment Ptrs — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Local 68 Eng Union Education Fd — Schedule C compensation
- Comerica Bank — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Christopher Ruton — Schedule C compensation
- Oransky Scaraggi & Borg Pc — Schedule C compensation
- Mspc — Schedule C compensation
- Wasilewski & Keating Pc — Schedule C compensation