2023 Form 5500 filing — Westchester - Fairfield Joint Electrical Apprenticeship And Training 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 20250414093225NAL0002904688001) for Westchester - Fairfield Joint Electrical Apprenticeship And Training Fund, reported by The Westchester - Fairfield Electrical Joint Electrical Apprenticeship under EIN 13-1955999 and plan number 520. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250414093225NAL0002904688001
Filing year
2023
Form type
1
Plan sponsor
The Westchester - Fairfield Electrical Joint Electrical Apprenticeship
EIN
13-1955999
Plan number
520
Location
White Plains, NY
Participants
115
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,370,302
Total liabilities (EOY)
$223,303
Net assets (EOY)
$1,146,999
Employer contributions
$1,410,477
Total income / additions
$1,500,659
Benefits paid
$1,465,314
Administrative expenses
$146,643
Total expenses
$1,611,957
Net increase / (decrease)
-$111,298
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Rsm Us LlpNONE$36,000not reported in the loaded dataset
Joint Industry BoardPLAN ADMINISTRATOR$13,200not reported in the loaded dataset
Alliant Insurance Services, Inc.NONE$12,380not reported in the loaded dataset
Cohen Weiss And SimonNONE$6,551not reported in the loaded dataset

Related Form 5500 pages