Local Union 400 Ibew Welfare Plan — Form 5500 plan (Int'L Brotherhood Of Elect. Workers 400 Welfare 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 Union 400 Ibew Welfare Plan is a benefit plan reported by Int'L Brotherhood Of Elect. Workers 400 Welfare Fund under EIN 22-2236617 and plan number 501. The latest loaded filing year is 2023. The filing reports 802 participants and $13,477,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Int'L Brotherhood Of Elect. Workers 400 Welfare Fund
- EIN
- 22-2236617
- Plan number
- 501
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 802
- End-of-year plan assets
- $13,477,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 802 | H, C | 20250115113408NAL0043784146002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,477,898
- Total liabilities (EOY)
- $1,918,123
- Net assets (EOY)
- $11,559,775
- Net assets (BOY)
- $10,672,778
Income & contributions
- Employer contributions
- $14,240,769
- Participant contributions
- $993,825
- Total contributions
- $15,234,594
- Total income / additions
- $15,571,936
Expenses & distributions
- Benefits paid
- $14,051,629
- Administrative expenses
- $633,310
- Total expenses
- $14,684,939
- Net increase / (decrease)
- $886,997
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $389,767 | not reported in the loaded dataset | 2023 |
| Horizon Healthcare Services, Inc. | NONE | $317,438 | not reported in the loaded dataset | 2023 |
| Capital Rx, Inc. | NONE | $171,206 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $64,573 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance | NONE | $54,899 | not reported in the loaded dataset | 2023 |
| O'Brien, Belland & Bushinsky LLC | NONE | $43,419 | not reported in the loaded dataset | 2023 |
| Lindabury, Mccormick, Estabrook | NONE | $20,388 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting Inc. | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $10,355 | not reported in the loaded dataset | 2023 |
| Weaver C. Barksdale | NONE | $7,205 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Int'L Brotherhood Of Elect. Workers 400 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- I.E. Shaffer & Co. — Schedule C compensation
- Horizon Healthcare Services, Inc. — Schedule C compensation
- Capital Rx, Inc. — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Prudential Retirement Insurance — Schedule C compensation
- O'Brien, Belland & Bushinsky LLC — Schedule C compensation
- Lindabury, Mccormick, Estabrook — Schedule C compensation
- First Actuarial Consulting Inc. — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Weaver C. Barksdale — Schedule C compensation