2023 Form 5500 filing — Ibew Local No. 607 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 20241004121907NAL0012201601001) for Ibew Local No. 607 Annuity Fund, reported by Trustees Of The Ibew Local No. 607 Annuity Fund under EIN 23-2339624 and plan number 002. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004121907NAL0012201601001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Ibew Local No. 607 Annuity Fund
- EIN
- 23-2339624
- Plan number
- 002
- Location
- Roseland, NJ
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,277,951
- Total liabilities (EOY)
- $46,911
- Net assets (EOY)
- $35,231,040
- Employer contributions
- $848,174
- Total income / additions
- $6,419,963
- Benefits paid
- $945,354
- Administrative expenses
- $130,194
- Total expenses
- $1,075,548
- Net increase / (decrease)
- $5,344,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Partners, LLC | NONE | $43,409 | not reported in the loaded dataset |
| John Hancock Retirement Plan | NONE | $28,404 | $0 |
| Fabian & Byrn | NONE | $24,399 | not reported in the loaded dataset |
| Fischer Dorwart, Pc | NONE | $8,950 | not reported in the loaded dataset |
| Kang, Haggerty & Fetbroyt, LLC | NONE | $8,333 | not reported in the loaded dataset |
| Meyer Unkovic & Scott, Llp | NONE | $6,359 | not reported in the loaded dataset |