New Jersey B.A.C. Annuity Fund — Form 5500 plan (New Jersey B.A.C. 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, New Jersey B.A.C. Annuity Fund is a benefit plan reported by New Jersey B.A.C. Annuity Fund under EIN 80-0083081 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,914 participants and $151,316,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Jersey B.A.C. Annuity Fund
- EIN
- 80-0083081
- Plan number
- 001
- Plan type
- 1
- Location
- Fairfield, NJ
- Latest filing year
- 2023
- Participants
- 1,914
- End-of-year plan assets
- $151,316,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,914 | H, C | 20241014090201NAL0026869585005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,316,664
- Total liabilities (EOY)
- $486,781
- Net assets (EOY)
- $150,829,883
- Net assets (BOY)
- $135,256,908
Income & contributions
- Employer contributions
- $8,960,822
- Total contributions
- $8,960,822
- Total income / additions
- $24,900,750
Expenses & distributions
- Benefits paid
- $8,794,944
- Administrative expenses
- $454,163
- Total expenses
- $9,327,775
- Net increase / (decrease)
- $15,572,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | NONE | $325,095 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $43,750 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder, Llp | NONE | $30,911 | not reported in the loaded dataset | 2023 |
| Schultheis & Panattieri Llp | NONE | $25,428 | not reported in the loaded dataset | 2023 |
| Richard J. Cummings Cpa | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan Pc | NONE | $20,051 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Jersey B.A.C. Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Fairfield, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Virginia & Ambinder, Llp — Schedule C compensation
- Schultheis & Panattieri Llp — Schedule C compensation
- Richard J. Cummings Cpa — Schedule C compensation
- Susanin Widman & Brennan Pc — Schedule C compensation