I.B.E.W. Local #490 Annuity Plan — Form 5500 plan (Joint Board Of Trustee Of I.B.E.W.)
Plain-English plan 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, I.B.E.W. Local #490 Annuity Plan is a benefit plan reported by Joint Board Of Trustee Of I.B.E.W. under EIN 02-6075267 and plan number 002. The latest loaded filing year is 2023. The filing reports 366 participants and $29,915,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustee Of I.B.E.W.
- EIN
- 02-6075267
- Plan number
- 002
- Plan type
- 1
- Location
- Concord, NH
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $29,915,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20250311153856NAL0010821027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,915,888
- Total liabilities (EOY)
- $101,154
- Net assets (EOY)
- $29,814,734
- Net assets (BOY)
- $26,366,521
Income & contributions
- Employer contributions
- $817,056
- Total contributions
- $1,309,394
- Total income / additions
- $6,348,360
Expenses & distributions
- Benefits paid
- $2,752,602
- Administrative expenses
- $147,545
- Total expenses
- $2,900,147
- Net increase / (decrease)
- $3,448,213
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.B.E.W. Local 490 Pension Fund | NONE | $41,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $32,223 | $0 | 2023 |
| Stancorp Financial Group | NONE | $28,723 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $12,371 | not reported in the loaded dataset | 2023 |
| Krakow, Souris & Landry LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | NONE | $7,095 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustee Of I.B.E.W.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Concord, NH
- I.B.E.W. Local 490 Pension Fund — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Krakow, Souris & Landry LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation