I.B.E.W. Local 139 Annuity Plan — Form 5500 plan (Board Of Trustees Of Ibew Local 139 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, I.B.E.W. Local 139 Annuity Plan is a benefit plan reported by Board Of Trustees Of Ibew Local 139 Annuity Fund under EIN 51-6029959 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $22,601,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew Local 139 Annuity Fund
- EIN
- 51-6029959
- Plan number
- 001
- Plan type
- 1
- Location
- Elmira, NY
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $22,601,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20250129080008NAL0008579043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,601,431
- Total liabilities (EOY)
- $106,976
- Net assets (EOY)
- $22,494,455
- Net assets (BOY)
- $19,880,383
Income & contributions
- Employer contributions
- $3,233,491
- Total contributions
- $3,233,491
- Total income / additions
- $4,718,548
Expenses & distributions
- Benefits paid
- $1,849,839
- Administrative expenses
- $254,637
- Total expenses
- $2,104,476
- Net increase / (decrease)
- $2,614,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier Advisors, Inc. | NONE | $42,470 | $0 | 2023 |
| Mengel, Metzger, Barr & Co. | ACCOUNTANT | $17,000 | not reported in the loaded dataset | 2023 |
| Mccarthy & Associates | NONE | $16,654 | not reported in the loaded dataset | 2023 |
| Blitman & King | ATTORNEY | $14,601 | not reported in the loaded dataset | 2023 |
| Ips | NONE | $14,250 | not reported in the loaded dataset | 2023 |
| Asb Capital Company | NONE | $13,576 | not reported in the loaded dataset | 2023 |
| Hgk Trinity Street International | NONE | $11,222 | not reported in the loaded dataset | 2023 |
| Bank Of Labor | NONE | $7,083 | not reported in the loaded dataset | 2023 |
| Amagalmated | NONE | $6,484 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew Local 139 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmira, NY
- Manning & Napier Advisors, Inc. — Schedule C compensation
- Mengel, Metzger, Barr & Co. — Schedule C compensation
- Mccarthy & Associates — Schedule C compensation
- Blitman & King — Schedule C compensation
- Ips — Schedule C compensation
- Asb Capital Company — Schedule C compensation
- Hgk Trinity Street International — Schedule C compensation
- Bank Of Labor — Schedule C compensation
- Amagalmated — Schedule C compensation