Ibew Local 363 Joint Apprenticeship Training Fund — Form 5500 plan (Ibew Local 363 Joint Apprenticeship Training 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, Ibew Local 363 Joint Apprenticeship Training Fund is a benefit plan reported by Ibew Local 363 Joint Apprenticeship Training Fund under EIN 13-6132505 and plan number 502. The latest loaded filing year is 2023. The filing reports 825 participants and $9,546,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 363 Joint Apprenticeship Training Fund
- EIN
- 13-6132505
- Plan number
- 502
- Plan type
- 1
- Location
- Harriman, NY
- Latest filing year
- 2023
- Participants
- 825
- End-of-year plan assets
- $9,546,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 825 | H, C | 20241015175117NAL0059025762001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,546,778
- Total liabilities (EOY)
- $39,010
- Net assets (EOY)
- $9,507,768
- Net assets (BOY)
- $8,885,273
Income & contributions
- Employer contributions
- $1,647,520
- Total contributions
- $1,647,520
- Total income / additions
- $2,261,173
Expenses & distributions
- Benefits paid
- $567,843
- Administrative expenses
- $1,038,860
- Total expenses
- $1,638,678
- Net increase / (decrease)
- $622,495
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William Edwards | EMPLOYEE | $157,240 | not reported in the loaded dataset | 2023 |
| Clinton Brown | EMPLOYEE | $131,240 | not reported in the loaded dataset | 2023 |
| Shauna Baird | EMPLOYEE | $54,547 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $23,500 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $11,356 | $0 | 2023 |
| Bernard & Associates | NONE | $7,925 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 363 Joint Apprenticeship Training Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Harriman, NY
- William Edwards — Schedule C compensation
- Clinton Brown — Schedule C compensation
- Shauna Baird — Schedule C compensation
- Mspc — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Bernard & Associates — Schedule C compensation