2023 Form 5500 filing — Ibew Local 363 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 20241015181700NAL0030604417002) for Ibew Local 363 Welfare Plan, reported by Trustees Of Ibew Local 363-Welfare under EIN 13-6132502 and plan number 501. It reports 1,008 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181700NAL0030604417002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local 363-Welfare
- EIN
- 13-6132502
- Plan number
- 501
- Location
- Harriman, NY
- Participants
- 1,008
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,678,439
- Total liabilities (EOY)
- $11,970,843
- Net assets (EOY)
- $43,707,596
- Employer contributions
- $26,491,937
- Participant contributions
- $1,950,284
- Total income / additions
- $33,738,080
- Benefits paid
- $26,660,215
- Administrative expenses
- $1,476,121
- Total expenses
- $28,136,336
- Net increase / (decrease)
- $5,601,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna | NONE | $198,190 | not reported in the loaded dataset |
| Pamela Brown | EMPLOYEE | $171,800 | not reported in the loaded dataset |
| Aria Employee Benefit Services Inc | NONE | $128,356 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $103,038 | $0 |
| Lisa Uleano | EMPLOYEE | $73,684 | not reported in the loaded dataset |
| Nicole Defelice | EMPLOYEE | $73,178 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $55,937 | not reported in the loaded dataset |
| Hailey Brown | EMPLOYEE | $54,131 | not reported in the loaded dataset |
| Tina Moreno | EMPLOYEE | $42,360 | not reported in the loaded dataset |
| Maloney Associates | NONE | $30,801 | not reported in the loaded dataset |
| Berard & Associates | NONE | $21,225 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $20,600 | not reported in the loaded dataset |
| L. 363 Jat Re Corp. | AFFILIATED BENEFIT FUND | $17,115 | not reported in the loaded dataset |
| Archer Byington Glennon | NONE | $7,153 | not reported in the loaded dataset |