2023 Form 5500 filing — Local Union 400 Ibew 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 20250115113408NAL0043784146002) for Local Union 400 Ibew Welfare Plan, reported by Int'L Brotherhood Of Elect. Workers 400 Welfare Fund under EIN 22-2236617 and plan number 501. It reports 802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115113408NAL0043784146002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Int'L Brotherhood Of Elect. Workers 400 Welfare Fund
- EIN
- 22-2236617
- Plan number
- 501
- Location
- West Trenton, NJ
- Participants
- 802
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,477,898
- Total liabilities (EOY)
- $1,918,123
- Net assets (EOY)
- $11,559,775
- Employer contributions
- $14,240,769
- Participant contributions
- $993,825
- Total income / additions
- $15,571,936
- Benefits paid
- $14,051,629
- Administrative expenses
- $633,310
- Total expenses
- $14,684,939
- Net increase / (decrease)
- $886,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $389,767 | not reported in the loaded dataset |
| Horizon Healthcare Services, Inc. | NONE | $317,438 | not reported in the loaded dataset |
| Capital Rx, Inc. | NONE | $171,206 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $64,573 | not reported in the loaded dataset |
| Prudential Retirement Insurance | NONE | $54,899 | not reported in the loaded dataset |
| O'Brien, Belland & Bushinsky LLC | NONE | $43,419 | not reported in the loaded dataset |
| Lindabury, Mccormick, Estabrook | NONE | $20,388 | not reported in the loaded dataset |
| First Actuarial Consulting Inc. | NONE | $14,000 | not reported in the loaded dataset |
| Milliman Inc. | NONE | $10,355 | not reported in the loaded dataset |
| Weaver C. Barksdale | NONE | $7,205 | not reported in the loaded dataset |