2023 Form 5500 filing — Electrical Workers Ibew Local No. 163 Health And Welfare 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 20241212175319NAL0007988195002) for Electrical Workers Ibew Local No. 163 Health And Welfare Fund, reported by Board Of Trustees Ibew Local Union 163 Health And Welfare Fund under EIN 23-6390518 and plan number 501. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212175319NAL0007988195002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew Local Union 163 Health And Welfare Fund
- EIN
- 23-6390518
- Plan number
- 501
- Location
- West Trenton, NJ
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,619,397
- Total liabilities (EOY)
- $971,029
- Net assets (EOY)
- $11,648,368
- Employer contributions
- $5,594,248
- Participant contributions
- $41,717
- Total income / additions
- $6,847,466
- Benefits paid
- $4,707,275
- Administrative expenses
- $324,403
- Total expenses
- $5,031,678
- Net increase / (decrease)
- $1,815,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $122,825 | not reported in the loaded dataset |
| Ie Shaffer | NONE | $47,917 | not reported in the loaded dataset |
| Segal Consulting | NONE | $39,875 | not reported in the loaded dataset |
| Andco Consulting | NONE | $29,074 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $26,999 | not reported in the loaded dataset |
| Meyer Unkovic & Scott Llp | NONE | $21,193 | not reported in the loaded dataset |
| Kang Haggerty & Fetbroyt LLC | NONE | $14,000 | not reported in the loaded dataset |