Ibew Local 269 Joint Apprenticeship Training And Trust Fund — Form 5500 plan (Ibew Local 269 Joint Apprenticeship Training And 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, Ibew Local 269 Joint Apprenticeship Training And Trust Fund is a benefit plan reported by Ibew Local 269 Joint Apprenticeship Training And Trust Fund under EIN 22-1839567 and plan number 501. The latest loaded filing year is 2023. The filing reports 160 participants and $2,610,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 269 Joint Apprenticeship Training And Trust Fund
- EIN
- 22-1839567
- Plan number
- 501
- Plan type
- 1
- Location
- Trenton, NJ
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $2,610,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20250130113226NAL0001341664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,610,770
- Net assets (EOY)
- $2,610,770
- Net assets (BOY)
- $2,666,351
Income & contributions
- Employer contributions
- $1,507,017
- Total contributions
- $1,507,017
- Total income / additions
- $1,806,845
Expenses & distributions
- Administrative expenses
- $1,862,426
- Total expenses
- $1,862,426
- Net increase / (decrease)
- -$55,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jayson Maksymovich | EMPLOYEE | $187,734 | not reported in the loaded dataset | 2023 |
| Ibew 269 Local Union | RELATED FUND | $140,000 | not reported in the loaded dataset | 2023 |
| Rachel Chamberlain | EMPLOYEE | $45,220 | not reported in the loaded dataset | 2023 |
| Robert Caputo | EMPLOYEE | $29,974 | not reported in the loaded dataset | 2023 |
| William Delozier | EMPLOYEE | $28,767 | not reported in the loaded dataset | 2023 |
| Timothy Roberto | EMPLOYEE | $26,177 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Pellettieri Rabstein & Altman | NONE | $8,250 | not reported in the loaded dataset | 2023 |
| Pfm & Advisors | NONE | $5,166 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 269 Joint Apprenticeship Training And Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Trenton, NJ
- Jayson Maksymovich — Schedule C compensation
- Ibew 269 Local Union — Schedule C compensation
- Rachel Chamberlain — Schedule C compensation
- Robert Caputo — Schedule C compensation
- William Delozier — Schedule C compensation
- Timothy Roberto — Schedule C compensation
- Mspc — Schedule C compensation
- Pellettieri Rabstein & Altman — Schedule C compensation
- Pfm & Advisors — Schedule C compensation