Local 68 Engineers Union Welfare Plan — Form 5500 plan (Local 68 Engineers Union Welfare Board Of Trustees)
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 68 Engineers Union Welfare Plan is a benefit plan reported by Local 68 Engineers Union Welfare Board Of Trustees under EIN 22-1550500 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,073 participants and $97,063,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 68 Engineers Union Welfare Board Of Trustees
- EIN
- 22-1550500
- Plan number
- 501
- Plan type
- 1
- Location
- W. Caldwell, NJ
- Latest filing year
- 2023
- Participants
- 2,073
- End-of-year plan assets
- $97,063,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,073 | H, C | 20250414114515NAL0001703409002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,063,434
- Total liabilities (EOY)
- $1,636,020
- Net assets (EOY)
- $95,427,414
- Net assets (BOY)
- $83,888,599
Income & contributions
- Employer contributions
- $50,018,557
- Participant contributions
- $400,290
- Total contributions
- $50,418,847
- Total income / additions
- $60,694,169
Expenses & distributions
- Benefits paid
- $47,670,219
- Administrative expenses
- $1,485,135
- Total expenses
- $49,155,354
- Net increase / (decrease)
- $11,538,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcares Services Inc. | NONE | $2,336,704 | $0 | 2023 |
| Ubs Financial Services Inc | NONE | $482,730 | $489 | 2023 |
| Local 68 Eng Union Education Fd | AFFILIATED FUND | $225,013 | not reported in the loaded dataset | 2023 |
| Victor Lopez | EMPLOYEE | $100,546 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $70,497 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $62,462 | not reported in the loaded dataset | 2023 |
| Christopher Ruton | EMPLOYEE | $52,350 | not reported in the loaded dataset | 2023 |
| Kathleen Iandiorio | EMPLOYEE | $41,727 | not reported in the loaded dataset | 2023 |
| Kimberly Hamilton | EMPLOYEE | $39,476 | not reported in the loaded dataset | 2023 |
| Patricia Dandola | EMPLOYEE | $39,476 | not reported in the loaded dataset | 2023 |
| Mary Anne Wojtal | EMPLOYEE | $39,476 | not reported in the loaded dataset | 2023 |
| Theresa Eagen | EMPLOYEE | $37,992 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Wasilewski & Keating P.C. | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Cvs Pharmacy Inc | NONE | $26,131 | not reported in the loaded dataset | 2023 |
| Oransky Scaraggi & Borg P.C. | NONE | $22,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 68 Engineers Union Welfare Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in W. Caldwell, NJ
- Horizon Healthcares Services Inc. — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Local 68 Eng Union Education Fd — Schedule C compensation
- Victor Lopez — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Christopher Ruton — Schedule C compensation
- Kathleen Iandiorio — Schedule C compensation
- Kimberly Hamilton — Schedule C compensation
- Patricia Dandola — Schedule C compensation
- Mary Anne Wojtal — Schedule C compensation
- Theresa Eagen — Schedule C compensation
- Mspc — Schedule C compensation
- Wasilewski & Keating P.C. — Schedule C compensation
- Cvs Pharmacy Inc — Schedule C compensation
- Oransky Scaraggi & Borg P.C. — Schedule C compensation