2023 Form 5500 filing — Ibew Local No 102 Welfare 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 20241009090200NAL0036542386001) for Ibew Local No 102 Welfare Fund, reported by Ibew Local No 102 Welfare Fund Board Of Trustees under EIN 22-6487222 and plan number 501. It reports 3,907 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009090200NAL0036542386001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local No 102 Welfare Fund Board Of Trustees
- EIN
- 22-6487222
- Plan number
- 501
- Location
- Parsippany, NJ
- Participants
- 3,907
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,392,233
- Total liabilities (EOY)
- $6,472,777
- Net assets (EOY)
- $106,919,456
- Employer contributions
- $64,720,289
- Participant contributions
- $1,416,969
- Total income / additions
- $74,151,516
- Benefits paid
- $68,755,396
- Administrative expenses
- $1,790,931
- Total expenses
- $70,546,327
- Net increase / (decrease)
- $3,605,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Blue Cross Blue Shield Nj | NONE | $1,230,228 | not reported in the loaded dataset |
| Fabian And Byrn LLC | NONE | $620,205 | not reported in the loaded dataset |
| Ie Shaffer & Co | NONE | $481,329 | not reported in the loaded dataset |
| Global Pharmaceutical Benefits LLC | NONE | $479,230 | not reported in the loaded dataset |
| Zelis Healthcare | NONE | $272,076 | not reported in the loaded dataset |
| Weaver C Barksdale And Assoc Inc | NONE | $115,569 | not reported in the loaded dataset |
| Gerson & Assoc Cpas And Advisors Pc | NONE | $84,713 | not reported in the loaded dataset |
| Law Offices Of Timothy R Hott | NONE | $47,107 | not reported in the loaded dataset |
| Wcm Focused Intl Growth Fund, Lp | NONE | $38,170 | not reported in the loaded dataset |
| Morgan Stanley Graystone | NONE | $20,909 | not reported in the loaded dataset |
| Oransky Scaraggi And Borg Pc | NONE | $18,133 | not reported in the loaded dataset |
| Shaughnessy Giella, Cpa. Pc | NONE | $12,000 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $4,750 | not reported in the loaded dataset |