2023 Form 5500 filing — New Jersey B.A.C. 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 20241014090201NAL0026869585005) for New Jersey B.A.C. Annuity Fund, reported by New Jersey B.A.C. Annuity Fund under EIN 80-0083081 and plan number 001. It reports 1,914 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090201NAL0026869585005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New Jersey B.A.C. Annuity Fund
- EIN
- 80-0083081
- Plan number
- 001
- Location
- Fairfield, NJ
- Participants
- 1,914
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,316,664
- Total liabilities (EOY)
- $486,781
- Net assets (EOY)
- $150,829,883
- Employer contributions
- $8,960,822
- Total income / additions
- $24,900,750
- Benefits paid
- $8,794,944
- Administrative expenses
- $454,163
- Total expenses
- $9,327,775
- Net increase / (decrease)
- $15,572,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $325,095 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $43,750 | not reported in the loaded dataset |
| Virginia & Ambinder, Llp | NONE | $30,911 | not reported in the loaded dataset |
| Schultheis & Panattieri Llp | NONE | $25,428 | not reported in the loaded dataset |
| Richard J. Cummings Cpa | NONE | $22,000 | not reported in the loaded dataset |
| Susanin Widman & Brennan Pc | NONE | $20,051 | not reported in the loaded dataset |