Local 945 Ib Of T Welfare Fund — Form 5500 plan (Board Of Trustees Of I.B. Of T. Welfare Fund - 945)
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 945 Ib Of T Welfare Fund is a benefit plan reported by Board Of Trustees Of I.B. Of T. Welfare Fund - 945 under EIN 22-1644608 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,682 participants and $28,296,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of I.B. Of T. Welfare Fund - 945
- EIN
- 22-1644608
- Plan number
- 501
- Plan type
- 1
- Location
- Wayne, NJ
- Latest filing year
- 2023
- Participants
- 1,682
- End-of-year plan assets
- $28,296,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,682 | H, C | 20241015125318NAL0028485233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,296,211
- Total liabilities (EOY)
- $4,595,892
- Net assets (EOY)
- $23,700,319
- Net assets (BOY)
- $23,410,650
Income & contributions
- Employer contributions
- $34,190,300
- Participant contributions
- $93,743
- Total contributions
- $34,284,043
- Total income / additions
- $35,841,887
Expenses & distributions
- Benefits paid
- $33,007,168
- Administrative expenses
- $2,545,050
- Total expenses
- $35,552,218
- Net increase / (decrease)
- $289,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $976,756 | not reported in the loaded dataset | 2023 |
| Empirx Health | NONE | $674,539 | not reported in the loaded dataset | 2023 |
| Payer Matrix, LLC | NONE | $0 | $634,689 | 2023 |
| Catherine Oakes | EMPLOYEE | $100,959 | not reported in the loaded dataset | 2023 |
| Antonio Petillo | EMPLOYEE | $62,400 | not reported in the loaded dataset | 2023 |
| Mary Gentile | EMPLOYEE | $56,144 | not reported in the loaded dataset | 2023 |
| Lynn Thomson | EMPLOYEE | $49,598 | not reported in the loaded dataset | 2023 |
| Mspc | ACCT FOR LOCAL 125 | $47,201 | not reported in the loaded dataset | 2023 |
| Jennifer Chermak | EMPLOYEE | $43,383 | not reported in the loaded dataset | 2023 |
| Mb Connaughton Esqs., LLC | ATTY FOR LOCAL 125 | $39,985 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates, Inc. | NONE | $39,500 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $37,658 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | $31,580 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital, LLC | NONE | $26,697 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technology | NONE | $25,044 | not reported in the loaded dataset | 2023 |
| Dealy & Silberstein, Llp | NONE | $21,342 | not reported in the loaded dataset | 2023 |
| Information Business Technology | NONE | $17,967 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $12,896 | not reported in the loaded dataset | 2023 |
| National Vision Administrators, LLC | NONE | $7,933 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $7,000 | $0 | 2023 |
| Lynch & Murray, Cpa'S | NONE | $6,650 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $4,035 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of I.B. Of T. Welfare Fund - 945
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Wayne, NJ
- Aetna Life Insurance Company — Schedule C compensation
- Empirx Health — Schedule C compensation
- Payer Matrix, LLC — Schedule C compensation
- Catherine Oakes — Schedule C compensation
- Antonio Petillo — Schedule C compensation
- Mary Gentile — Schedule C compensation
- Lynn Thomson — Schedule C compensation
- Mspc — Schedule C compensation
- Jennifer Chermak — Schedule C compensation
- Mb Connaughton Esqs., LLC — Schedule C compensation
- O'Sullivan Associates, Inc. — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation
- Atalanta Sosnoff Capital, LLC — Schedule C compensation
- Bridgeway Benefit Technology — Schedule C compensation
- Dealy & Silberstein, Llp — Schedule C compensation
- Information Business Technology — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- National Vision Administrators, LLC — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Lynch & Murray, Cpa'S — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation