2023 Form 5500 filing — I.B.E.W. Local 139 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 20250129080008NAL0008579043001) for I.B.E.W. Local 139 Annuity Plan, reported by Board Of Trustees Of Ibew Local 139 Annuity Fund under EIN 51-6029959 and plan number 001. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129080008NAL0008579043001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ibew Local 139 Annuity Fund
- EIN
- 51-6029959
- Plan number
- 001
- Location
- Elmira, NY
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,601,431
- Total liabilities (EOY)
- $106,976
- Net assets (EOY)
- $22,494,455
- Employer contributions
- $3,233,491
- Total income / additions
- $4,718,548
- Benefits paid
- $1,849,839
- Administrative expenses
- $254,637
- Total expenses
- $2,104,476
- Net increase / (decrease)
- $2,614,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier Advisors, Inc. | NONE | $42,470 | $0 |
| Mengel, Metzger, Barr & Co. | ACCOUNTANT | $17,000 | not reported in the loaded dataset |
| Mccarthy & Associates | NONE | $16,654 | not reported in the loaded dataset |
| Blitman & King | ATTORNEY | $14,601 | not reported in the loaded dataset |
| Ips | NONE | $14,250 | not reported in the loaded dataset |
| Asb Capital Company | NONE | $13,576 | not reported in the loaded dataset |
| Hgk Trinity Street International | NONE | $11,222 | not reported in the loaded dataset |
| Bank Of Labor | NONE | $7,083 | not reported in the loaded dataset |
| Amagalmated | NONE | $6,484 | not reported in the loaded dataset |