2023 Form 5500 filing — Electricians Annuity Fund Local 81
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 20250315123246NAL0012644323002) for Electricians Annuity Fund Local 81, reported by I.B.E.W. Local #81 Annuity Fund Joint Board Of Trustees under EIN 23-6535432 and plan number 001. It reports 555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250315123246NAL0012644323002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.B.E.W. Local #81 Annuity Fund Joint Board Of Trustees
- EIN
- 23-6535432
- Plan number
- 001
- Location
- Scranton, PA
- Participants
- 555
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,839,497
- Total liabilities (EOY)
- $55,259
- Net assets (EOY)
- $111,784,238
- Employer contributions
- $5,334,675
- Total income / additions
- $20,750,719
- Benefits paid
- $2,932,823
- Administrative expenses
- $118,970
- Total expenses
- $3,051,793
- Net increase / (decrease)
- $17,698,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | not reported in the loaded dataset | $30,012 | $0 |
| Fabian & Byrn LLC | not reported in the loaded dataset | $25,910 | not reported in the loaded dataset |
| Mmq & Associates P.C. | not reported in the loaded dataset | $18,400 | not reported in the loaded dataset |
| Meranze Katz And Gaudioso Pc | not reported in the loaded dataset | $13,043 | not reported in the loaded dataset |
| Kang Haggerty LLC | not reported in the loaded dataset | $13,000 | not reported in the loaded dataset |