Southern Ct Ibew Annuity Plan — Form 5500 plan (Bd Of Trustees-Southern Ct Ibew Annuity Fund)
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, Southern Ct Ibew Annuity Plan is a benefit plan reported by Bd Of Trustees-Southern Ct Ibew Annuity Fund under EIN 06-0932220 and plan number 001. The latest loaded filing year is 2023. The filing reports 635 participants and $78,724,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees-Southern Ct Ibew Annuity Fund
- EIN
- 06-0932220
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 635
- End-of-year plan assets
- $78,724,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 635 | H, C | 20241015133417NAL0028590913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,724,205
- Total liabilities (EOY)
- $56,982
- Net assets (EOY)
- $78,667,223
- Net assets (BOY)
- $70,605,114
Income & contributions
- Employer contributions
- $2,900,462
- Total contributions
- $2,900,462
- Total income / additions
- $12,580,179
Expenses & distributions
- Benefits paid
- $4,259,943
- Administrative expenses
- $258,127
- Total expenses
- $4,518,070
- Net increase / (decrease)
- $8,062,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance | NONE | $78,904 | $0 | 2023 |
| Zenith American Solutions | NONE | $67,456 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | NONE | $51,902 | $0 | 2023 |
| Robert M. Cheverie & Assoc | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Novak Francella | NONE | $16,505 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees-Southern Ct Ibew Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Prudential Retirement Insurance — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Robert M. Cheverie & Assoc — Schedule C compensation
- Novak Francella — Schedule C compensation