2023 Form 5500 filing — I.B.E.W. Local 456 Health & 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 20241012154350NAL0024690785002) for I.B.E.W. Local 456 Health & Welfare Plan, reported by Ibew Local 456 Health & Welfare Fund under EIN 22-2317253 and plan number 501. It reports 1,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012154350NAL0024690785002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 456 Health & Welfare Fund
- EIN
- 22-2317253
- Plan number
- 501
- Location
- West Trenton, NJ
- Participants
- 1,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,917,423
- Total liabilities (EOY)
- $4,296,588
- Net assets (EOY)
- $70,620,835
- Employer contributions
- $21,297,151
- Total income / additions
- $30,443,790
- Benefits paid
- $22,207,333
- Administrative expenses
- $837,682
- Total expenses
- $23,045,015
- Net increase / (decrease)
- $7,398,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $505,268 | not reported in the loaded dataset |
| Aetna Life Insurance Co. | NONE | $335,503 | not reported in the loaded dataset |
| Envision | NONE | $214,385 | not reported in the loaded dataset |
| Vanguard Institution Investor Serv | NONE | $100,294 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $67,617 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $44,424 | not reported in the loaded dataset |
| Princeton Healthcare Systems | NONE | $35,421 | not reported in the loaded dataset |
| Kroll & Heineman | NONE | $34,695 | not reported in the loaded dataset |
| New Brunswick Electricians Club | NONE | $17,740 | not reported in the loaded dataset |
| Lindabury Mccormick | NONE | $17,334 | not reported in the loaded dataset |
| Milliman Inc. | NONE | $10,706 | not reported in the loaded dataset |
| Summit Actuarial Services LLC | NONE | $8,500 | not reported in the loaded dataset |