I.B.E.W. Local 1430 Welfare Fund — Form 5500 plan (Board Of Trustees Of Local 1430 Welfare Fund)
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, I.B.E.W. Local 1430 Welfare Fund is a benefit plan reported by Board Of Trustees Of Local 1430 Welfare Fund under EIN 13-1835737 and plan number 501. The latest loaded filing year is 2023. The filing reports 273 participants and $2,649,978 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 1430 Welfare Fund
- EIN
- 13-1835737
- Plan number
- 501
- Plan type
- 1
- Location
- Armonk, NY
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $2,649,978
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241015164945NAL0030399809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,649,978
- Total liabilities (EOY)
- $289,674
- Net assets (EOY)
- $2,360,304
- Net assets (BOY)
- $2,504,143
Income & contributions
- Employer contributions
- $3,758,733
- Participant contributions
- $0
- Total contributions
- $3,758,733
- Total income / additions
- $3,926,460
Expenses & distributions
- Benefits paid
- $3,377,979
- Administrative expenses
- $692,320
- Total expenses
- $4,070,299
- Net increase / (decrease)
- -$143,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rosemarie Mccarthy | EMPLOYEE | $82,356 | not reported in the loaded dataset | 2023 |
| Layne Mccarthy | EMPLOYEE | $56,965 | not reported in the loaded dataset | 2023 |
| Christine Laurie Empey | EMPLOYEE | $53,776 | not reported in the loaded dataset | 2023 |
| Mccarthy & Preece Pllc | LAWYER | $42,000 | not reported in the loaded dataset | 2023 |
| Dylan Wiley | TRUSTEE | $18,000 | not reported in the loaded dataset | 2023 |
| Andrew Fair Esq | TRUSTEE | $18,000 | $0 | 2023 |
| Matthew Rocco | TRUSTEE | $18,000 | $0 | 2023 |
| Ibew Local 1430 | UNION SPONSOR | $15,492 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services | ACTUARY | $6,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 1430 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Armonk, NY
- Rosemarie Mccarthy — Schedule C compensation
- Layne Mccarthy — Schedule C compensation
- Christine Laurie Empey — Schedule C compensation
- Mccarthy & Preece Pllc — Schedule C compensation
- Dylan Wiley — Schedule C compensation
- Andrew Fair Esq — Schedule C compensation
- Matthew Rocco — Schedule C compensation
- Ibew Local 1430 — Schedule C compensation
- Summit Actuarial Services — Schedule C compensation