I.A.H.F.I.A.W. Local No. 32 - Annuity Fund — Form 5500 plan (Board Of Trustees I.A.H.F.I.A.W. Local No. 32 - 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, I.A.H.F.I.A.W. Local No. 32 - Annuity Fund is a benefit plan reported by Board Of Trustees I.A.H.F.I.A.W. Local No. 32 - Annuity Fund under EIN 22-2410262 and plan number 001. The latest loaded filing year is 2023. The filing reports 659 participants and $51,010,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees I.A.H.F.I.A.W. Local No. 32 - Annuity Fund
- EIN
- 22-2410262
- Plan number
- 001
- Plan type
- 1
- Location
- Hopatcong, NJ
- Latest filing year
- 2023
- Participants
- 659
- End-of-year plan assets
- $51,010,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 659 | H, C | 20241015165747NAL0029183985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,010,691
- Total liabilities (EOY)
- $20,589
- Net assets (EOY)
- $50,990,102
- Net assets (BOY)
- $46,194,267
Income & contributions
- Employer contributions
- $2,646,647
- Total contributions
- $2,646,647
- Total income / additions
- $7,594,147
Expenses & distributions
- Benefits paid
- $2,643,402
- Administrative expenses
- $154,910
- Total expenses
- $2,798,312
- Net increase / (decrease)
- $4,795,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Basil Castrovinci & Associates, Inc | RETAINED BY EMPLOYER | $68,402 | not reported in the loaded dataset | 2023 |
| Mets Schiro And Mcgovern | RETAINED BY EMPLOYER | $31,359 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | RETAINED BY EMPLOYER | $23,172 | not reported in the loaded dataset | 2023 |
| Mspc, Cpa'S And Advisors, P.C. | RETAINED BY EMPLOYER | $17,775 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees I.A.H.F.I.A.W. Local No. 32 - Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hopatcong, NJ
- Basil Castrovinci & Associates, Inc — Schedule C compensation
- Mets Schiro And Mcgovern — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Mspc, Cpa'S And Advisors, P.C. — Schedule C compensation
- John Hancock — Schedule C compensation