Ibew Local 1049 Craft Annuity Fund — Form 5500 plan (Board Of Trustees Ibew Local 1049)
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, Ibew Local 1049 Craft Annuity Fund is a benefit plan reported by Board Of Trustees Ibew Local 1049 under EIN 11-3051862 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,342 participants and $308,078,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Local 1049
- EIN
- 11-3051862
- Plan number
- 001
- Plan type
- 1
- Location
- Holtsville, NY
- Latest filing year
- 2023
- Participants
- 3,342
- End-of-year plan assets
- $308,078,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,342 | H, C | 20241012110202NAL0024413313002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $308,078,930
- Total liabilities (EOY)
- $272,831
- Net assets (EOY)
- $307,806,099
- Net assets (BOY)
- $260,381,254
Income & contributions
- Employer contributions
- $26,177,912
- Participant contributions
- $1,602,664
- Total contributions
- $27,780,576
- Total income / additions
- $63,029,924
Expenses & distributions
- Benefits paid
- $15,224,112
- Administrative expenses
- $380,967
- Total expenses
- $15,605,079
- Net increase / (decrease)
- $47,424,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Financial Services | NONE | $141,393 | not reported in the loaded dataset | 2023 |
| Ibew Local 1049 Health & Welfare Fd | RELATED BENEFIT PLAN | $123,270 | not reported in the loaded dataset | 2023 |
| Holm & Ohara, Llp | UNION ATTORNEY | $40,784 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick, & Schlapp, P.C. | UNION ACCOUNTANT | $18,822 | not reported in the loaded dataset | 2023 |
| Syntonic Systems, Inc. | NONE | $7,800 | not reported in the loaded dataset | 2023 |
| Stephen Friedman | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew Local 1049
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Holtsville, NY
- First Financial Services — Schedule C compensation
- Ibew Local 1049 Health & Welfare Fd — Schedule C compensation
- Holm & Ohara, Llp — Schedule C compensation
- Gould, Kobrick, & Schlapp, P.C. — Schedule C compensation
- Syntonic Systems, Inc. — Schedule C compensation
- Stephen Friedman — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation