Itpeu Annual Benefit Fund — Form 5500 plan (Itpeu Annual Benefit Fund C/O Erisa Systems)
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, Itpeu Annual Benefit Fund is a benefit plan reported by Itpeu Annual Benefit Fund C/O Erisa Systems under EIN 11-2823324 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,098 participants and $17,430,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Itpeu Annual Benefit Fund C/O Erisa Systems
- EIN
- 11-2823324
- Plan number
- 501
- Plan type
- 1
- Location
- Clark, NJ
- Latest filing year
- 2023
- Participants
- 2,098
- End-of-year plan assets
- $17,430,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,098 | H, C | 20250113162346NAL0018491393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,430,083
- Total liabilities (EOY)
- $8,975,289
- Net assets (EOY)
- $8,454,794
- Net assets (BOY)
- $6,365,401
Income & contributions
- Employer contributions
- $14,163,297
- Total contributions
- $14,163,297
- Total income / additions
- $15,417,869
Expenses & distributions
- Benefits paid
- $12,356,023
- Administrative expenses
- $972,453
- Total expenses
- $13,328,476
- Net increase / (decrease)
- $2,089,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M.S. Administrators, Inc. | ADMIN. FOR REL. PLAN | $740,168 | not reported in the loaded dataset | 2023 |
| Spear Wilderman P.C. | ATTORNEY FOR RELATED PLAN | $62,485 | not reported in the loaded dataset | 2023 |
| Complete Actuarial Solutions Compan | CONSULTANT FOR RELATED PL | $44,000 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co. Llp | AUDITOR FOR RELATED PLAN | $38,439 | not reported in the loaded dataset | 2023 |
| Weaver & Tidwell, L.L.P | AUDITOR FOR RELATED PLAN | $22,872 | $0 | 2023 |
| Mspc | CONSULTANT FOR RELATED PL | $18,000 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants Inc. | CONSULTANT FOR RELATED PL | $7,992 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Itpeu Annual Benefit Fund C/O Erisa Systems
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Clark, NJ
- M.S. Administrators, Inc. — Schedule C compensation
- Spear Wilderman P.C. — Schedule C compensation
- Complete Actuarial Solutions Compan — Schedule C compensation
- Buchbinder Tunick & Co. Llp — Schedule C compensation
- Weaver & Tidwell, L.L.P — Schedule C compensation
- Mspc — Schedule C compensation
- Quan-Vest Consultants Inc. — Schedule C compensation