2023 Form 5500 filing — International Brotherhood Of Electrical Workers Local 42 Occupational Safety, Health And Education Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240416151857NAL0002210226001) for International Brotherhood Of Electrical Workers Local 42 Occupational Safety, Health And Education Trust Fund, reported by Int'L Bro. Of Elect. Workers Local 42 Occ.Safety,Health And Education under EIN 06-1062697 and plan number 501. It reports 932 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240416151857NAL0002210226001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Int'L Bro. Of Elect. Workers Local 42 Occ.Safety,Health And Education
- EIN
- 06-1062697
- Plan number
- 501
- Location
- East Windsor, CT
- Participants
- 932
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,086,073
- Net assets (EOY)
- $13,086,073
- Employer contributions
- $2,902,534
- Total income / additions
- $4,157,794
- Benefits paid
- $1,918,170
- Administrative expenses
- $1,867,144
- Total expenses
- $3,785,314
- Net increase / (decrease)
- $372,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Norman Hebert | EMPLOYEE | $305,357 | not reported in the loaded dataset |
| Patrick Dowland | EMPLOYEE | $298,276 | not reported in the loaded dataset |
| Emily Duffy | EMPLOYEE | $93,678 | not reported in the loaded dataset |
| Vanna Foster | EMPLOYEE | $91,776 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $57,121 | not reported in the loaded dataset |
| Accounting Resources Inc. | NONE | $28,510 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $22,301 | not reported in the loaded dataset |
| Robert M. Cheverie & Associates Pc | NONE | $6,000 | not reported in the loaded dataset |