Local Union 400 Ibew Joint Annuity Plan — Form 5500 plan (Trustees Of Local 400 Ibew Joint 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, Local Union 400 Ibew Joint Annuity Plan is a benefit plan reported by Trustees Of Local 400 Ibew Joint Annuity Fund under EIN 22-2160644 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,459 participants and $273,004,188 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 400 Ibew Joint Annuity Fund
- EIN
- 22-2160644
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,459
- End-of-year plan assets
- $273,004,188
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,459 | H, C | 20250115113408NAL0043784146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $273,004,188
- Total liabilities (EOY)
- $300,825
- Net assets (EOY)
- $272,703,363
- Net assets (BOY)
- $249,880,892
Income & contributions
- Employer contributions
- $8,859,243
- Total contributions
- $8,944,576
- Total income / additions
- $39,432,037
Expenses & distributions
- Benefits paid
- $16,329,441
- Administrative expenses
- $280,125
- Total expenses
- $16,609,566
- Net increase / (decrease)
- $22,822,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $147,223 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $35,373 | not reported in the loaded dataset | 2023 |
| O'Brien, Belland & Bushinsky LLC | NONE | $27,694 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Graystone | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Lindabury, Mccormick, Estabrook | NONE | $8,549 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance | NONE | $0 | $0 | 2023 |
| The Prudential Insurance Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local 400 Ibew Joint Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- I.E. Shaffer & Co. — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- O'Brien, Belland & Bushinsky LLC — Schedule C compensation
- Morgan Stanley Graystone — Schedule C compensation
- Lindabury, Mccormick, Estabrook — Schedule C compensation
- Prudential Retirement Insurance — Schedule C compensation
- The Prudential Insurance Company — Schedule C compensation