Ibew Local 1249 Annuity Fund — Form 5500 plan (Ibew Local 1249 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, Ibew Local 1249 Annuity Fund is a benefit plan reported by Ibew Local 1249 Annuity Fund under EIN 86-3163143 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,026 participants and $22,578,165 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ibew Local 1249 Annuity Fund
EIN
86-3163143
Plan number
001
Plan type
1
Location
Cicero, NY
Latest filing year
2023
Participants
3,026
End-of-year plan assets
$22,578,165

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,026H, C20241003135717NAL0009929121005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,578,165
Total liabilities (EOY)
$458,134
Net assets (EOY)
$22,120,031
Net assets (BOY)
$10,495,734

Income & contributions

Employer contributions
$10,618,828
Total contributions
$10,618,828
Total income / additions
$11,834,732

Expenses & distributions

Benefits paid
$17,406
Administrative expenses
$193,029
Total expenses
$210,435
Net increase / (decrease)
$11,624,297

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blitman & KingNONE$37,799not reported in the loaded dataset2023
Bonadio & Co., LlpNONE$28,650not reported in the loaded dataset2023
Morgan StanleyNONE$27,062$02023

Related Form 5500 pages