Electricians Annuity Fund Local 81 — Form 5500 plan (I.B.E.W. Local #81 Annuity Fund Joint Board Of Trustees)
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, Electricians Annuity Fund Local 81 is a benefit plan reported by I.B.E.W. Local #81 Annuity Fund Joint Board Of Trustees under EIN 23-6535432 and plan number 001. The latest loaded filing year is 2023. The filing reports 555 participants and $111,839,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.B.E.W. Local #81 Annuity Fund Joint Board Of Trustees
- EIN
- 23-6535432
- Plan number
- 001
- Plan type
- 1
- Location
- Scranton, PA
- Latest filing year
- 2023
- Participants
- 555
- End-of-year plan assets
- $111,839,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 555 | H, C | 20250315123246NAL0012644323002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,839,497
- Total liabilities (EOY)
- $55,259
- Net assets (EOY)
- $111,784,238
- Net assets (BOY)
- $94,085,312
Income & contributions
- Employer contributions
- $5,334,675
- Total contributions
- $5,334,675
- Total income / additions
- $20,750,719
Expenses & distributions
- Benefits paid
- $2,932,823
- Administrative expenses
- $118,970
- Total expenses
- $3,051,793
- Net increase / (decrease)
- $17,698,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | not reported in the loaded dataset | $30,012 | $0 | 2023 |
| Fabian & Byrn LLC | not reported in the loaded dataset | $25,910 | not reported in the loaded dataset | 2023 |
| Mmq & Associates P.C. | not reported in the loaded dataset | $18,400 | not reported in the loaded dataset | 2023 |
| Meranze Katz And Gaudioso Pc | not reported in the loaded dataset | $13,043 | not reported in the loaded dataset | 2023 |
| Kang Haggerty LLC | not reported in the loaded dataset | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.B.E.W. Local #81 Annuity Fund Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Fabian & Byrn LLC — Schedule C compensation
- Mmq & Associates P.C. — Schedule C compensation
- Meranze Katz And Gaudioso Pc — Schedule C compensation
- Kang Haggerty LLC — Schedule C compensation