2023 Form 5500 filing — Local 94, Ibew 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 20250410123008NAL0033267952001) for Local 94, Ibew Health And Welfare Fund, reported by Local Union 94 Ibew under EIN 22-6699169 and plan number 501. It reports 763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410123008NAL0033267952001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local Union 94 Ibew
- EIN
- 22-6699169
- Plan number
- 501
- Location
- East Windsor, NJ
- Participants
- 763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,599,749
- Total liabilities (EOY)
- $1,896,650
- Net assets (EOY)
- $26,703,099
- Employer contributions
- $14,823,027
- Participant contributions
- $65,483
- Total income / additions
- $17,424,577
- Benefits paid
- $10,133,659
- Administrative expenses
- $617,402
- Total expenses
- $10,751,061
- Net increase / (decrease)
- $6,673,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon | NONE | $368,088 | $0 |
| I.E. Shaffer | NONE | $252,882 | not reported in the loaded dataset |
| Ubs | NONE | $220,289 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $40,700 | not reported in the loaded dataset |
| Paul A. Montalbano, Esq, LLC | NONE | $25,864 | not reported in the loaded dataset |
| Local Union 94 Ibew | SPONSOR | $8,479 | not reported in the loaded dataset |
| Rae Group | NONE | $2,500 | not reported in the loaded dataset |