Plan5500

2023 Form 5500 filing — Local Union No. 90 I.B.E.W. 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 20241014162423NAL0027850753001) for Local Union No. 90 I.B.E.W. Annuity Plan, reported by Board Of Trustees I.B.E.W. Local Union No. 90 Annuity Fund under EIN 06-6284210 and plan number 001. It reports 642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014162423NAL0027850753001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees I.B.E.W. Local Union No. 90 Annuity Fund
EIN
06-6284210
Plan number
001
Location
Wallingford, CT
Participants
642
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$87,086,957
Total liabilities (EOY)
$61,673
Net assets (EOY)
$87,025,284
Employer contributions
$5,570,677
Total income / additions
$16,347,406
Benefits paid
$4,485,359
Administrative expenses
$159,399
Total expenses
$4,644,758
Net increase / (decrease)
$11,702,648
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Zenith American SolutionsNONE$46,548not reported in the loaded dataset
Empower Annuity Insurance CompanyNONE$26,755$0
Robert M. Cheverie & Associates P.CNONE$24,000not reported in the loaded dataset
The Segal CompanyNONE$23,859not reported in the loaded dataset
Beers Hamerman Cohen & Burger PcNONE$17,400not reported in the loaded dataset
Segal Marco AdvisorsNONE$9,000$0
Novak FrancellaNONE$6,273not reported in the loaded dataset

Related Form 5500 pages