2023 Form 5500 filing — Ibew Local Union 94 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 20241015121625NAL0056062322001) for Ibew Local Union 94 Annuity Fund, reported by Local Union 94 I.B.E.W. under EIN 22-3314988 and plan number 001. It reports 2,836 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121625NAL0056062322001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local Union 94 I.B.E.W.
- EIN
- 22-3314988
- Plan number
- 001
- Location
- East Windsor, NJ
- Participants
- 2,836
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,801,204
- Total liabilities (EOY)
- $41,938
- Net assets (EOY)
- $20,759,266
- Employer contributions
- $2,833,414
- Participant contributions
- $634,941
- Total income / additions
- $6,163,883
- Benefits paid
- $3,285,102
- Administrative expenses
- $227,144
- Total expenses
- $3,512,246
- Net increase / (decrease)
- $2,651,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | N/A | $171,909 | $0 |
| Baratz & Associates, P.A. | AUDITOR | $33,673 | not reported in the loaded dataset |
| Cohen, Leder, Montalbano & Connaugh | LEGAL | $14,734 | not reported in the loaded dataset |