I.B.E.W. Local 1158 Annuity Plan — Form 5500 plan (I.B.E.W. Local 1158)
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 1158 Annuity Plan is a benefit plan reported by I.B.E.W. Local 1158 under EIN 22-0886457 and plan number 004. The latest loaded filing year is 2023. The filing reports 632 participants and $9,921,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.B.E.W. Local 1158
- EIN
- 22-0886457
- Plan number
- 004
- Plan type
- 2
- Location
- Clifton, NJ
- Latest filing year
- 2023
- Participants
- 632
- End-of-year plan assets
- $9,921,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 632 | H, C | 20241015154130NAL0048718656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,921,877
- Total liabilities (EOY)
- $81,850
- Net assets (EOY)
- $9,840,027
- Net assets (BOY)
- $8,582,861
Income & contributions
- Employer contributions
- $1,230,094
- Participant contributions
- $0
- Total contributions
- $1,230,094
- Total income / additions
- $2,018,678
Expenses & distributions
- Benefits paid
- $548,301
- Administrative expenses
- $213,211
- Total expenses
- $761,512
- Net increase / (decrease)
- $1,257,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | BROKER | $73,961 | not reported in the loaded dataset | 2023 |
| E.H, Thomson & Co., Inc. | RECORDKEEPER ACTUARY ADMI | $44,765 | not reported in the loaded dataset | 2023 |
| Rosenberg Rich Baker Berman & Co., | AUDITOR | $30,500 | not reported in the loaded dataset | 2023 |