Ibew Local Union No. 812 Annuity Plan — Form 5500 plan (Trustees Of Ibew Local Union No. 812 Annuity Plan)
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. 812 Annuity Plan is a benefit plan reported by Trustees Of Ibew Local Union No. 812 Annuity Plan under EIN 23-2578198 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $30,270,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local Union No. 812 Annuity Plan
- EIN
- 23-2578198
- Plan number
- 002
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $30,270,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241001144558NAL0007310993003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,270,753
- Total liabilities (EOY)
- $38,505
- Net assets (EOY)
- $30,232,248
- Net assets (BOY)
- $26,962,004
Income & contributions
- Employer contributions
- $1,049,409
- Total contributions
- $1,500,794
- Total income / additions
- $5,694,536
Expenses & distributions
- Benefits paid
- $2,333,783
- Administrative expenses
- $90,509
- Total expenses
- $2,424,292
- Net increase / (decrease)
- $3,270,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fabian & Byrne | NONE | $25,672 | not reported in the loaded dataset | 2023 |
| John Hancock | NONE | $25,641 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $13,885 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott Llp | NONE | $9,766 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $8,120 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local Union No. 812 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Fabian & Byrne — Schedule C compensation
- John Hancock — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Meyer, Unkovic & Scott Llp — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation