International Brotherhood Of Electrical Workers Local 42 Occupational Safety, Health And Education Trust Fund — Form 5500 plan (Int'L Bro. Of Elect. Workers Local 42 Occ.Safety,Health And Education)
Plain-English plan 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, International Brotherhood Of Electrical Workers Local 42 Occupational Safety, Health And Education Trust Fund is a benefit plan reported by Int'L Bro. Of Elect. Workers Local 42 Occ.Safety,Health And Education under EIN 06-1062697 and plan number 501. The latest loaded filing year is 2023. The filing reports 932 participants and $13,086,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Int'L Bro. Of Elect. Workers Local 42 Occ.Safety,Health And Education
- EIN
- 06-1062697
- Plan number
- 501
- Plan type
- 1
- Location
- East Windsor, CT
- Latest filing year
- 2023
- Participants
- 932
- End-of-year plan assets
- $13,086,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 932 | H, C | 20240416151857NAL0002210226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,086,073
- Net assets (EOY)
- $13,086,073
- Net assets (BOY)
- $12,713,593
Income & contributions
- Employer contributions
- $2,902,534
- Total contributions
- $2,902,534
- Total income / additions
- $4,157,794
Expenses & distributions
- Benefits paid
- $1,918,170
- Administrative expenses
- $1,867,144
- Total expenses
- $3,785,314
- Net increase / (decrease)
- $372,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Norman Hebert | EMPLOYEE | $305,357 | not reported in the loaded dataset | 2023 |
| Patrick Dowland | EMPLOYEE | $298,276 | not reported in the loaded dataset | 2023 |
| Emily Duffy | EMPLOYEE | $93,678 | not reported in the loaded dataset | 2023 |
| Vanna Foster | EMPLOYEE | $91,776 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $57,121 | not reported in the loaded dataset | 2023 |
| Accounting Resources Inc. | NONE | $28,510 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $22,301 | not reported in the loaded dataset | 2023 |
| Robert M. Cheverie & Associates Pc | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Int'L Bro. Of Elect. Workers Local 42 Occ.Safety,Health And Education
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in East Windsor, CT
- Norman Hebert — Schedule C compensation
- Patrick Dowland — Schedule C compensation
- Emily Duffy — Schedule C compensation
- Vanna Foster — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Accounting Resources Inc. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Robert M. Cheverie & Associates Pc — Schedule C compensation