2023 Form 5500 filing — Local 68 Engineers Union Education 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 20250414114515NAL0001703409003) for Local 68 Engineers Union Education Plan, reported by Local 68 Engineers Union Education Education Fund Board Of Trustees under EIN 22-6066637 and plan number 501. It reports 2,851 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414114515NAL0001703409003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 68 Engineers Union Education Education Fund Board Of Trustees
- EIN
- 22-6066637
- Plan number
- 501
- Location
- West Caldwell, NJ
- Participants
- 2,851
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,451,433
- Total liabilities (EOY)
- $3,399
- Net assets (EOY)
- $13,448,034
- Employer contributions
- $1,578,751
- Participant contributions
- $251,580
- Total income / additions
- $3,356,613
- Benefits paid
- $1,485,371
- Administrative expenses
- $264,450
- Total expenses
- $1,749,821
- Net increase / (decrease)
- $1,606,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Patrick Lynch | EMPLOYEE | $176,854 | not reported in the loaded dataset |
| Charles Ransiear | EMPLOYEE | $132,854 | not reported in the loaded dataset |
| Local 68 Eng Union Welfare Fund | AFFILIATED FUND | $84,468 | not reported in the loaded dataset |
| Ubs Financial Services Inc | NONE | $36,451 | $225 |
| James Gorman | EMPLOYEE | $28,000 | not reported in the loaded dataset |
| Joseph Warren | NONE | $20,250 | not reported in the loaded dataset |
| Anthony Scorciolla | NONE | $18,660 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $18,242 | not reported in the loaded dataset |
| Oransky Scaraggi & Borg P.C. | NONE | $18,150 | not reported in the loaded dataset |
| Interstate Maintenance | NONE | $12,650 | not reported in the loaded dataset |
| Wasilewski & Keating Pc | NONE | $12,000 | not reported in the loaded dataset |
| Frank Yorke | UNION OFFICER | $11,194 | not reported in the loaded dataset |
| Mspc | NONE | $10,000 | not reported in the loaded dataset |
| James Abate | NONE | $9,683 | not reported in the loaded dataset |
| Andrew Eisenbrey | NONE | $9,600 | not reported in the loaded dataset |
| Albert Suhr | NONE | $9,575 | not reported in the loaded dataset |
| Paul Willard | NONE | $9,345 | not reported in the loaded dataset |
| George Ludlam | NONE | $8,979 | not reported in the loaded dataset |
| Sean Fanning | NONE | $8,706 | not reported in the loaded dataset |
| Renan Paz-Arriaga | NONE | $8,463 | not reported in the loaded dataset |
| Jeffrey Holota | NONE | $8,448 | not reported in the loaded dataset |
| Brian Lenahan | NONE | $8,333 | not reported in the loaded dataset |
| Paul Reid | NONE | $8,329 | not reported in the loaded dataset |
| Benjamin Sayer | NONE | $8,064 | not reported in the loaded dataset |
| Mateusz Targosv | NONE | $7,674 | not reported in the loaded dataset |
| Paul Polizzi | NONE | $7,560 | not reported in the loaded dataset |
| Jeff Gibson | NONE | $6,708 | not reported in the loaded dataset |
| Thomas Lecompte | NONE | $6,450 | not reported in the loaded dataset |
| Brian Connelly | NONE | $6,214 | not reported in the loaded dataset |
| John Posser | NONE | $5,868 | not reported in the loaded dataset |
| Tri-County Landscaping | NONE | $5,719 | not reported in the loaded dataset |