Electrical Workers Ibew Local 163 Annuity Fund — Form 5500 plan (Board Of Trustees, Electrical Workers Ibew Local 163 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, Electrical Workers Ibew Local 163 Annuity Fund is a benefit plan reported by Board Of Trustees, Electrical Workers Ibew Local 163 Annuity Fund under EIN 23-6544827 and plan number 001. The latest loaded filing year is 2023. The filing reports 483 participants and $115,440,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Electrical Workers Ibew Local 163 Annuity Fund
- EIN
- 23-6544827
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 483
- End-of-year plan assets
- $115,440,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 483 | H, C | 20241213171805NAL0021168384002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,440,270
- Total liabilities (EOY)
- $131,758
- Net assets (EOY)
- $115,308,512
- Net assets (BOY)
- $97,681,858
Income & contributions
- Employer contributions
- $4,180,439
- Total contributions
- $5,910,357
- Total income / additions
- $26,048,763
Expenses & distributions
- Benefits paid
- $8,065,380
- Administrative expenses
- $356,729
- Total expenses
- $8,422,109
- Net increase / (decrease)
- $17,626,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ie Shaffer | NONE | $57,980 | not reported in the loaded dataset | 2023 |
| Captrust | NONE | $54,789 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | NONE | $38,875 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $22,702 | not reported in the loaded dataset | 2023 |
| Kang Haggerty & Fetbroyt LLC | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic, & Scott Llp | NONE | $8,601 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Electrical Workers Ibew Local 163 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- Ie Shaffer — Schedule C compensation
- Captrust — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Kang Haggerty & Fetbroyt LLC — Schedule C compensation
- Meyer, Unkovic, & Scott Llp — Schedule C compensation