Intl. Brotherhood Of Electrical Workers Local Union No. 1919 Annuity Fund — Form 5500 plan (Trustees Of Ibew Local 1919 Annuity)
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, Intl. Brotherhood Of Electrical Workers Local Union No. 1919 Annuity Fund is a benefit plan reported by Trustees Of Ibew Local 1919 Annuity under EIN 23-6580339 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,708 participants and $15,046,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local 1919 Annuity
- EIN
- 23-6580339
- Plan number
- 002
- Plan type
- 1
- Location
- Mt Laurel, NJ
- Latest filing year
- 2023
- Participants
- 1,708
- End-of-year plan assets
- $15,046,456
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,708 | H, C | 20241004104146NAL0012109169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,046,456
- Total liabilities (EOY)
- $35,509
- Net assets (EOY)
- $15,010,947
- Net assets (BOY)
- $13,321,100
Income & contributions
- Employer contributions
- $1,713,427
- Total contributions
- $1,713,427
- Total income / additions
- $3,553,860
Expenses & distributions
- Benefits paid
- $1,624,380
- Administrative expenses
- $239,633
- Total expenses
- $1,864,013
- Net increase / (decrease)
- $1,689,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beacon Administrators & Consultants | NONE | $71,652 | not reported in the loaded dataset | 2023 |
| Retirement Planners Administrators | NONE | $67,711 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc. | NONE | $22,175 | not reported in the loaded dataset | 2023 |
| Mcelhaney & Associates, LLC | NONE | $21,008 | not reported in the loaded dataset | 2023 |
| United Bank Inc. | NONE | $17,540 | not reported in the loaded dataset | 2023 |
| Stephen J. O'Brien | NONE | $14,534 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local 1919 Annuity
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mt Laurel, NJ
- Beacon Administrators & Consultants — Schedule C compensation
- Retirement Planners Administrators — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- United Bank Inc. — Schedule C compensation
- Stephen J. O'Brien — Schedule C compensation