Annuity Plan Ibew Local 96 — Form 5500 plan (Board Of Trustees Annuity Fund Ibew Local 96)
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, Annuity Plan Ibew Local 96 is a benefit plan reported by Board Of Trustees Annuity Fund Ibew Local 96 under EIN 04-6295080 and plan number 002. The latest loaded filing year is 2023. The filing reports 879 participants and $103,153,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Annuity Fund Ibew Local 96
- EIN
- 04-6295080
- Plan number
- 002
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 879
- End-of-year plan assets
- $103,153,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 879 | H, C | 20250407200719NAL0009591139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,153,963
- Total liabilities (EOY)
- $47,076
- Net assets (EOY)
- $103,106,887
- Net assets (BOY)
- $96,385,100
Income & contributions
- Employer contributions
- $2,202,801
- Total contributions
- $2,202,801
- Total income / additions
- $13,675,365
Expenses & distributions
- Benefits paid
- $6,757,048
- Administrative expenses
- $188,363
- Total expenses
- $6,953,578
- Net increase / (decrease)
- $6,721,787
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | NONE | $67,809 | $0 | 2023 |
| Zenith American Solutions, Inc. | NONE | $53,256 | not reported in the loaded dataset | 2023 |
| Segal Roitman, Llp | NONE | $21,887 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $13,257 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $9,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Annuity Fund Ibew Local 96
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Empower Annuity Insurance Co — Schedule C compensation
- Zenith American Solutions, Inc. — Schedule C compensation
- Segal Roitman, Llp — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation