2023 Form 5500 filing — Joint Welfare Fund Of Local Union 164 Ibew
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 20241015114657NAL0057296642001) for Joint Welfare Fund Of Local Union 164 Ibew, reported by Joint Welfare Fund Local Union 164 Ibew under EIN 22-1537766 and plan number 501. It reports 3,430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114657NAL0057296642001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Welfare Fund Local Union 164 Ibew
- EIN
- 22-1537766
- Plan number
- 501
- Location
- Roseland, NJ
- Participants
- 3,430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,903,094
- Total liabilities (EOY)
- $1,568,293
- Net assets (EOY)
- $186,334,801
- Employer contributions
- $65,029,796
- Participant contributions
- $1,622,737
- Total income / additions
- $86,602,697
- Benefits paid
- $78,877,548
- Administrative expenses
- $4,067,145
- Total expenses
- $82,944,693
- Net increase / (decrease)
- $3,658,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Blue Cross | NONE | $1,576,310 | not reported in the loaded dataset |
| Fabian And Byrn, LLC | NONE | $730,286 | not reported in the loaded dataset |
| Capital Rx Inc | NONE | $640,325 | not reported in the loaded dataset |
| Zelis Claims Interity | NONE | $266,174 | not reported in the loaded dataset |
| Mspc | NONE | $150,528 | not reported in the loaded dataset |
| Ramirez Asset Management | NONE | $146,892 | not reported in the loaded dataset |
| Intervention Strategies | NONE | $70,551 | not reported in the loaded dataset |
| Blackrock | NONE | $67,497 | not reported in the loaded dataset |
| Congress Asset Management Company | NONE | $59,864 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $53,992 | not reported in the loaded dataset |
| Zazzali Fagella | NONE | $51,835 | not reported in the loaded dataset |
| The Segal Company | NONE | $42,814 | not reported in the loaded dataset |
| Tobia & Lovelace, Esqs., LLC | NONE | $36,563 | not reported in the loaded dataset |
| Summit Actuarial Services | NONE | $36,000 | not reported in the loaded dataset |
| Mpc Capital Advisors, LLC | NONE | $28,033 | not reported in the loaded dataset |
| Wilmington Trust, National Assoc. | NONE | $14,935 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $8,321 | not reported in the loaded dataset |