Joint Annuity Fund Local 164 Ibew — Form 5500 plan (Joint Annuity Fund Local 164 Ibew)
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, Joint Annuity Fund Local 164 Ibew is a benefit plan reported by Joint Annuity Fund Local 164 Ibew under EIN 22-6031200 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,866 participants and $832,404,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Annuity Fund Local 164 Ibew
- EIN
- 22-6031200
- Plan number
- 002
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 3,866
- End-of-year plan assets
- $832,404,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,866 | H, C | 20241015113644NAL0016240803002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $832,404,557
- Total liabilities (EOY)
- $264,447
- Net assets (EOY)
- $832,140,110
- Net assets (BOY)
- $727,670,670
Income & contributions
- Employer contributions
- $35,527,402
- Total contributions
- $35,527,402
- Total income / additions
- $153,621,767
Expenses & distributions
- Benefits paid
- $47,777,858
- Administrative expenses
- $1,374,469
- Total expenses
- $49,152,327
- Net increase / (decrease)
- $104,469,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Ins & Ann Co. | NONE | $911,539 | $0 | 2023 |
| Fabian And Byrn, LLC | NONE | $152,574 | not reported in the loaded dataset | 2023 |
| Mpc Capital Advisors, LLC | NONE | $122,195 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $75,671 | not reported in the loaded dataset | 2023 |
| Zazzali Fagella | NONE | $24,606 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Annuity Fund Local 164 Ibew
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Prudential Retirement Ins & Ann Co. — Schedule C compensation
- Fabian And Byrn, LLC — Schedule C compensation
- Mpc Capital Advisors, LLC — Schedule C compensation
- Mspc — Schedule C compensation
- Zazzali Fagella — Schedule C compensation