Ibew Local Union 269 Annuity Fund — Form 5500 plan (Ibew Local Union 269 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, Ibew Local Union 269 Annuity Fund is a benefit plan reported by Ibew Local Union 269 Annuity Fund under EIN 22-2393763 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,890 participants and $268,171,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union 269 Annuity Fund
- EIN
- 22-2393763
- Plan number
- 002
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,890
- End-of-year plan assets
- $268,171,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,890 | H, C | 20241010160016NAL0040772850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $268,171,968
- Total liabilities (EOY)
- $303,758
- Net assets (EOY)
- $267,868,210
- Net assets (BOY)
- $242,981,885
Income & contributions
- Employer contributions
- $13,101,471
- Total contributions
- $13,112,197
- Total income / additions
- $41,699,941
Expenses & distributions
- Benefits paid
- $16,497,089
- Administrative expenses
- $316,527
- Total expenses
- $16,813,616
- Net increase / (decrease)
- $24,886,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metropolitian Life Insurance Co | NONE | $241,328 | not reported in the loaded dataset | 2023 |
| I.E. Shaffer | NONE | $152,077 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company Of Ame | not reported in the loaded dataset | $45,000 | $0 | 2023 |
| Mspc Certified Public Accountants | NONE | $32,379 | not reported in the loaded dataset | 2023 |
| Pfm Advisors | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Pellettieri, Rabstein & Altman | NONE | $17,816 | not reported in the loaded dataset | 2023 |
| Priac | not reported in the loaded dataset | $15,000 | $0 | 2023 |
| Prudential Investment Management Sv | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Blackrock Fund Advisors | NONE | $0 | $0 | 2023 |
| New York Life Investment Management | NONE | $0 | $0 | 2023 |
| Principal Global Investors LLC | NONE | $0 | $0 | 2023 |
| Wellington Management Company Llp | NONE | $0 | $0 | 2023 |
| Vanguard Group Inc | NONE | $0 | $0 | 2023 |
| Allspring Funds Management, LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union 269 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- Metropolitian Life Insurance Co — Schedule C compensation
- I.E. Shaffer — Schedule C compensation
- Prudential Insurance Company Of Ame — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Pfm Advisors — Schedule C compensation
- Pellettieri, Rabstein & Altman — Schedule C compensation
- Priac — Schedule C compensation
- Prudential Investment Management Sv — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Blackrock Fund Advisors — Schedule C compensation
- New York Life Investment Management — Schedule C compensation
- Principal Global Investors LLC — Schedule C compensation
- Wellington Management Company Llp — Schedule C compensation
- Vanguard Group Inc — Schedule C compensation
- Allspring Funds Management, LLC — Schedule C compensation