Building Trades Annuity Benefit Fund — Form 5500 plan (The Building Industry Electrical Contractors Association, Inc.)

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, Building Trades Annuity Benefit Fund is a benefit plan reported by The Building Industry Electrical Contractors Association, Inc. under EIN 26-1140509 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,056 participants and $104,863,317 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Building Industry Electrical Contractors Association, Inc.
EIN
26-1140509
Plan number
002
Plan type
1
Location
Holtsville, NY
Latest filing year
2023
Participants
7,056
End-of-year plan assets
$104,863,317

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,056H, C20241007112341NAL0026020784001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,863,317
Total liabilities (EOY)
$101,020
Net assets (EOY)
$104,762,297
Net assets (BOY)
$94,131,809

Income & contributions

Employer contributions
$4,382,292
Total contributions
$4,382,292
Total income / additions
$15,997,756

Expenses & distributions

Benefits paid
$4,406,257
Administrative expenses
$961,011
Total expenses
$5,367,268
Net increase / (decrease)
$10,630,488

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dickinson Group LLCNONE$130,105not reported in the loaded dataset2023
Loomis Sayles Trust CompanyNONE$67,287not reported in the loaded dataset2023
Slevin & Hart, PcNONE$38,307not reported in the loaded dataset2023
Sage Advisory ServicesNONE$36,270not reported in the loaded dataset2023
Costarothbort Cpas LLCNONE$34,706not reported in the loaded dataset2023
Reynolds Consulting ServicesNONE$32,500not reported in the loaded dataset2023
Barnes, Iaccarino & Shepherd, LlpNONE$31,829not reported in the loaded dataset2023
Eric OlynikTRUSTEE$27,175not reported in the loaded dataset2023
Frank RappoTRUSTEE$27,175not reported in the loaded dataset2023
Calibre Cpa Group, PllcNONE$25,151not reported in the loaded dataset2023
Wilmington Trust, NaNONE$4,315$02023

Related Form 5500 pages