2023 Form 5500 filing — Intl. Brotherhood Of Electrical Workers Local Union No. 1919 Annuity Fund
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 20241004104146NAL0012109169001) for Intl. Brotherhood Of Electrical Workers Local Union No. 1919 Annuity Fund, reported by Trustees Of Ibew Local 1919 Annuity under EIN 23-6580339 and plan number 002. It reports 1,708 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004104146NAL0012109169001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local 1919 Annuity
- EIN
- 23-6580339
- Plan number
- 002
- Location
- Mt Laurel, NJ
- Participants
- 1,708
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,046,456
- Total liabilities (EOY)
- $35,509
- Net assets (EOY)
- $15,010,947
- Employer contributions
- $1,713,427
- Total income / additions
- $3,553,860
- Benefits paid
- $1,624,380
- Administrative expenses
- $239,633
- Total expenses
- $1,864,013
- Net increase / (decrease)
- $1,689,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Administrators & Consultants | NONE | $71,652 | not reported in the loaded dataset |
| Retirement Planners Administrators | NONE | $67,711 | not reported in the loaded dataset |
| Standard Valuations, Inc. | NONE | $22,175 | not reported in the loaded dataset |
| Mcelhaney & Associates, LLC | NONE | $21,008 | not reported in the loaded dataset |
| United Bank Inc. | NONE | $17,540 | not reported in the loaded dataset |
| Stephen J. O'Brien | NONE | $14,534 | not reported in the loaded dataset |