2023 Form 5500 filing — Ibew Lu 363 Supplement Unemployment Benefit 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 20241015180640NAL0015220979001) for Ibew Lu 363 Supplement Unemployment Benefit Fund, reported by Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund under EIN 02-0546331 and plan number 503. It reports 694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180640NAL0015220979001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund
- EIN
- 02-0546331
- Plan number
- 503
- Location
- Harriman, NY
- Participants
- 694
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,654,482
- Total liabilities (EOY)
- $16,185
- Net assets (EOY)
- $7,638,297
- Employer contributions
- $215,864
- Total income / additions
- $995,252
- Benefits paid
- $229,971
- Administrative expenses
- $206,887
- Total expenses
- $436,858
- Net increase / (decrease)
- $558,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $20,167 | $0 |
| L. 363 Jat R.E. Corp | AFFILIATED ORGANIZATION | $8,970 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $7,725 | not reported in the loaded dataset |
| Archer Byinton Glennon & Levine | NONE | $7,719 | not reported in the loaded dataset |
| Berard & Associates | NONE | $5,000 | not reported in the loaded dataset |