2023 Form 5500 filing — Ibew Local 269 Joint Apprenticeship Training And Trust 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 20250130113226NAL0001341664001) for Ibew Local 269 Joint Apprenticeship Training And Trust Fund, reported by Ibew Local 269 Joint Apprenticeship Training And Trust Fund under EIN 22-1839567 and plan number 501. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250130113226NAL0001341664001
Filing year
2023
Form type
1
Plan sponsor
Ibew Local 269 Joint Apprenticeship Training And Trust Fund
EIN
22-1839567
Plan number
501
Location
Trenton, NJ
Participants
160
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,610,770
Net assets (EOY)
$2,610,770
Employer contributions
$1,507,017
Total income / additions
$1,806,845
Administrative expenses
$1,862,426
Total expenses
$1,862,426
Net increase / (decrease)
-$55,581
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Jayson MaksymovichEMPLOYEE$187,734not reported in the loaded dataset
Ibew 269 Local UnionRELATED FUND$140,000not reported in the loaded dataset
Rachel ChamberlainEMPLOYEE$45,220not reported in the loaded dataset
Robert CaputoEMPLOYEE$29,974not reported in the loaded dataset
William DelozierEMPLOYEE$28,767not reported in the loaded dataset
Timothy RobertoEMPLOYEE$26,177not reported in the loaded dataset
MspcNONE$10,500not reported in the loaded dataset
Pellettieri Rabstein & AltmanNONE$8,250not reported in the loaded dataset
Pfm & AdvisorsNONE$5,166not reported in the loaded dataset

Related Form 5500 pages