2023 Form 5500 filing — Local Union No 102 Joint Apprenticeship Training Committee
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 20241014100203NAL0013097443003) for Local Union No 102 Joint Apprenticeship Training Committee, reported by Board Of Trustees Local Union 102 Jt Apprenticeship Training Cmte under EIN 22-2520875 and plan number 502. It reports 1,094 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100203NAL0013097443003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local Union 102 Jt Apprenticeship Training Cmte
- EIN
- 22-2520875
- Plan number
- 502
- Location
- Parsippany, NJ
- Participants
- 1,094
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,079,975
- Total liabilities (EOY)
- $1,459,973
- Net assets (EOY)
- $5,620,002
- Employer contributions
- $2,875,752
- Total income / additions
- $3,342,123
- Benefits paid
- $2,841,847
- Administrative expenses
- $355,179
- Total expenses
- $3,197,026
- Net increase / (decrease)
- $145,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $41,280 | not reported in the loaded dataset |
| Gerson & Assoc, Cpas & Advisors Pc | NONE | $21,500 | not reported in the loaded dataset |
| Lindabury,Mccormick,Estabrook,Et Al | NONE | $8,000 | not reported in the loaded dataset |
| Oransky Scarraggi & Borg Pc | NONE | $8,000 | not reported in the loaded dataset |
| Timothy R Hott Pc | NONE | $6,712 | not reported in the loaded dataset |
| Shaughnessy Giella, Cpa, Pc | NONE | $3,750 | not reported in the loaded dataset |