2023 Form 5500 filing — Ibew Local No. 86 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 20241205113800NAL0003098979001) for Ibew Local No. 86 Annuity Fund, reported by Joint Annuity Committee Ibew Local No.86 Annuity Fund under EIN 16-6179118 and plan number 002. It reports 1,333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241205113800NAL0003098979001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Annuity Committee Ibew Local No.86 Annuity Fund
- EIN
- 16-6179118
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 1,333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $237,831,721
- Total liabilities (EOY)
- $46,209
- Net assets (EOY)
- $237,785,512
- Employer contributions
- $7,134,971
- Total income / additions
- $42,093,484
- Benefits paid
- $12,262,141
- Administrative expenses
- $293,511
- Total expenses
- $12,555,652
- Net increase / (decrease)
- $29,537,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Service | NONE | $90,422 | $0 |
| Merrill Lynch | NONE | $47,683 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $26,570 | not reported in the loaded dataset |
| Harter Secrest & Emery, Llp | NONE | $16,815 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $8,786 | not reported in the loaded dataset |