2023 Form 5500 filing — Ibew Local Union No.126 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 20241001092832NAL0006861297001) for Ibew Local Union No.126 Occupational Safety Health And Education Trust Fund, reported by Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed under EIN 23-1919421 and plan number 501. It reports 1,502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001092832NAL0006861297001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed
- EIN
- 23-1919421
- Plan number
- 501
- Location
- Collegeville, PA
- Participants
- 1,502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,750,112
- Total liabilities (EOY)
- $4,424
- Net assets (EOY)
- $36,745,688
- Employer contributions
- $6,571,183
- Total income / additions
- $8,125,387
- Benefits paid
- $2,250,418
- Administrative expenses
- $2,380,024
- Total expenses
- $4,630,442
- Net increase / (decrease)
- $3,494,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steven Lutz | EMPLOYEE | $289,585 | not reported in the loaded dataset |
| Steven Kuncelman | EMPLOYEE | $270,639 | not reported in the loaded dataset |
| Joseph Muscara | EMPLOYEE | $252,340 | not reported in the loaded dataset |
| Diane Dello Buono | EMPLOYEE | $152,388 | not reported in the loaded dataset |
| Leslie Gable | EMPLOYEE | $143,515 | not reported in the loaded dataset |
| Partners In Safety | NONE | $119,040 | not reported in the loaded dataset |
| Ibew Local 126 | RELATED PARTY | $57,124 | not reported in the loaded dataset |
| M3 Information Technology Solutions | NONE | $50,909 | not reported in the loaded dataset |
| Professional Building Services Inc | NONE | $39,643 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $34,643 | not reported in the loaded dataset |
| Concentra Medical Center | NONE | $20,794 | not reported in the loaded dataset |
| R&K Landscaping | NONE | $17,927 | not reported in the loaded dataset |
| Daniel Walker | INSTRUCTOR | $14,618 | not reported in the loaded dataset |
| Coyne First Aid | NONE | $14,565 | not reported in the loaded dataset |
| Fox Rothschild Llp | NONE | $14,128 | not reported in the loaded dataset |
| Michael Nicholas | INSTRUCTOR | $11,704 | not reported in the loaded dataset |
| Ramm Inc | NONE | $10,190 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $10,000 | $0 |
| Larry C. Mengel | INSTRUCTOR | $9,040 | not reported in the loaded dataset |
| Haines & Kibblehouse, Inc. | NONE | $6,955 | not reported in the loaded dataset |