Local 325 Joint Trust Fund — Form 5500 plan (Ibew 325 Joint Trust 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, Local 325 Joint Trust Fund is a benefit plan reported by Ibew 325 Joint Trust Fund under EIN 15-0626264 and plan number 501. The latest loaded filing year is 2023. The filing reports 324 participants and $31,716,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew 325 Joint Trust Fund
- EIN
- 15-0626264
- Plan number
- 501
- Plan type
- 1
- Location
- Binghamton, NY
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $31,716,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20250616120923NAL0000483859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,716,332
- Total liabilities (EOY)
- $443,535
- Net assets (EOY)
- $31,272,797
- Net assets (BOY)
- $28,050,169
Income & contributions
- Employer contributions
- $5,213,883
- Participant contributions
- $217,232
- Total contributions
- $5,431,115
- Total income / additions
- $8,900,702
Expenses & distributions
- Benefits paid
- $5,192,210
- Administrative expenses
- $485,864
- Total expenses
- $5,678,074
- Net increase / (decrease)
- $3,222,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $154,359 | $0 | 2023 |
| Amber Lopiccolo | EMPLOYEE | $73,154 | not reported in the loaded dataset | 2023 |
| Manning & Napier | NONE | $67,464 | not reported in the loaded dataset | 2023 |
| Blitman And King | NONE | $43,657 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $34,980 | $0 | 2023 |
| Bolton Partners Northeast, Inc | NONE | $28,800 | not reported in the loaded dataset | 2023 |
| Keenan & Associates | NONE | $25,421 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | NONE | $0 | $24,641 | 2023 |
| D'Arcangelo & Co., Llp | NONE | $17,400 | not reported in the loaded dataset | 2023 |
| Lorraine Tyler | EMPLOYEE | $16,647 | not reported in the loaded dataset | 2023 |
| Joseph W. Mccarthy | NONE | $15,766 | $0 | 2023 |
| Investment Performance Services, Ll | NONE | $14,250 | $0 | 2023 |
| Teledoc | NONE | $14,102 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $8,336 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew 325 Joint Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Binghamton, NY
- Umr, Inc. — Schedule C compensation
- Amber Lopiccolo — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Blitman And King — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Bolton Partners Northeast, Inc — Schedule C compensation
- Keenan & Associates — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- D'Arcangelo & Co., Llp — Schedule C compensation
- Lorraine Tyler — Schedule C compensation
- Joseph W. Mccarthy — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Teledoc — Schedule C compensation
- Principal — Schedule C compensation