2023 Form 5500 filing — Ibew Local 269 Welfare Plan
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 20241011103409NAL0021678801002) for Ibew Local 269 Welfare Plan, reported by Ibew Local 269 Welfare Fund under EIN 22-3693537 and plan number 501. It reports 1,137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103409NAL0021678801002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 269 Welfare Fund
- EIN
- 22-3693537
- Plan number
- 501
- Location
- West Trenton, NJ
- Participants
- 1,137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,597,999
- Total liabilities (EOY)
- $2,870,479
- Net assets (EOY)
- $37,727,520
- Employer contributions
- $22,880,857
- Participant contributions
- $2,013,134
- Total income / additions
- $31,669,202
- Benefits paid
- $25,760,699
- Administrative expenses
- $539,037
- Total expenses
- $26,299,736
- Net increase / (decrease)
- $5,369,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Labor First LLC | NONE | $958,123 | not reported in the loaded dataset |
| I.E. Shaffer & Co. | NONE | $395,974 | not reported in the loaded dataset |
| Aetna Life Insurance Co | NONE | $363,302 | not reported in the loaded dataset |
| Capital Rx, Inc. | NONE | $197,861 | not reported in the loaded dataset |
| Delta Dental Of Nj | NONE | $58,747 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $50,649 | not reported in the loaded dataset |
| Pellettieri, Rabstein & Altman | NONE | $33,442 | not reported in the loaded dataset |
| Princeton Healthcare System Eap | NONE | $32,509 | not reported in the loaded dataset |
| Vanguard Institutional Investor Ser | NONE | $17,359 | not reported in the loaded dataset |
| Milliman Inc. | NONE | $11,106 | not reported in the loaded dataset |
| Pfm Asset Management, LLC | NONE | $9,500 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $9,000 | not reported in the loaded dataset |