2023 Form 5500 filing — Ibew Local Union No. 812 Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001144558NAL0007310993003) for Ibew Local Union No. 812 Annuity Plan, reported by Trustees Of Ibew Local Union No. 812 Annuity Plan under EIN 23-2578198 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001144558NAL0007310993003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local Union No. 812 Annuity Plan
- EIN
- 23-2578198
- Plan number
- 002
- Location
- Roseland, NJ
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,270,753
- Total liabilities (EOY)
- $38,505
- Net assets (EOY)
- $30,232,248
- Employer contributions
- $1,049,409
- Total income / additions
- $5,694,536
- Benefits paid
- $2,333,783
- Administrative expenses
- $90,509
- Total expenses
- $2,424,292
- Net increase / (decrease)
- $3,270,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fabian & Byrne | NONE | $25,672 | not reported in the loaded dataset |
| John Hancock | NONE | $25,641 | not reported in the loaded dataset |
| Packer Thomas | NONE | $13,885 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott Llp | NONE | $9,766 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $8,120 | not reported in the loaded dataset |