Ibew Local No. 607 Annuity Fund — Form 5500 plan (Trustees Of The Ibew Local No. 607 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, Ibew Local No. 607 Annuity Fund is a benefit plan reported by Trustees Of The Ibew Local No. 607 Annuity Fund under EIN 23-2339624 and plan number 002. The latest loaded filing year is 2023. The filing reports 225 participants and $35,277,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Ibew Local No. 607 Annuity Fund
- EIN
- 23-2339624
- Plan number
- 002
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $35,277,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241004121907NAL0012201601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,277,951
- Total liabilities (EOY)
- $46,911
- Net assets (EOY)
- $35,231,040
- Net assets (BOY)
- $29,886,625
Income & contributions
- Employer contributions
- $848,174
- Total contributions
- $1,675,603
- Total income / additions
- $6,419,963
Expenses & distributions
- Benefits paid
- $945,354
- Administrative expenses
- $130,194
- Total expenses
- $1,075,548
- Net increase / (decrease)
- $5,344,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Financial Partners, LLC | NONE | $43,409 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan | NONE | $28,404 | $0 | 2023 |
| Fabian & Byrn | NONE | $24,399 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, Pc | NONE | $8,950 | not reported in the loaded dataset | 2023 |
| Kang, Haggerty & Fetbroyt, LLC | NONE | $8,333 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott, Llp | NONE | $6,359 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Ibew Local No. 607 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Captrust Financial Partners, LLC — Schedule C compensation
- John Hancock Retirement Plan — Schedule C compensation
- Fabian & Byrn — Schedule C compensation
- Fischer Dorwart, Pc — Schedule C compensation
- Kang, Haggerty & Fetbroyt, LLC — Schedule C compensation
- Meyer Unkovic & Scott, Llp — Schedule C compensation