Local 840 Ibew Annuity Fund — Form 5500 plan (Board Of Trustees Of Ibew Local 840 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 840 Ibew Annuity Fund is a benefit plan reported by Board Of Trustees Of Ibew Local 840 Annuity Fund under EIN 22-6477218 and plan number 002. The latest loaded filing year is 2023. The filing reports 315 participants and $15,583,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew Local 840 Annuity Fund
- EIN
- 22-6477218
- Plan number
- 002
- Plan type
- 1
- Location
- Geneva, NY
- Latest filing year
- 2023
- Participants
- 315
- End-of-year plan assets
- $15,583,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 315 | H, C | 20241004100126NAL0019433216002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,583,089
- Total liabilities (EOY)
- $26,648
- Net assets (EOY)
- $15,556,441
- Net assets (BOY)
- $14,758,442
Income & contributions
- Employer contributions
- $968,481
- Total contributions
- $968,481
- Total income / additions
- $2,027,689
Expenses & distributions
- Benefits paid
- $1,037,545
- Administrative expenses
- $192,145
- Total expenses
- $1,229,690
- Net increase / (decrease)
- $797,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $87,524 | not reported in the loaded dataset | 2023 |
| Ibew Local 840 Pension Fund | RELATED BENEFIT PLAN | $59,538 | not reported in the loaded dataset | 2023 |
| Bonadio & Co.,Llp | NONE | $12,800 | not reported in the loaded dataset | 2023 |
| Robert Pizzo | NONE | $9,510 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew Local 840 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Geneva, NY
- Ubs Financial Services, Inc. — Schedule C compensation
- Ibew Local 840 Pension Fund — Schedule C compensation
- Bonadio & Co.,Llp — Schedule C compensation
- Robert Pizzo — Schedule C compensation