Local 68 Engineers Union Education Plan — Form 5500 plan (Local 68 Engineers Union Education Education Fund 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 Education Plan is a benefit plan reported by Local 68 Engineers Union Education Education Fund Board Of Trustees under EIN 22-6066637 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,851 participants and $13,451,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 68 Engineers Union Education Education Fund Board Of Trustees
- EIN
- 22-6066637
- Plan number
- 501
- Plan type
- 1
- Location
- West Caldwell, NJ
- Latest filing year
- 2023
- Participants
- 2,851
- End-of-year plan assets
- $13,451,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,851 | H, C | 20250414114515NAL0001703409003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,451,433
- Total liabilities (EOY)
- $3,399
- Net assets (EOY)
- $13,448,034
- Net assets (BOY)
- $11,841,242
Income & contributions
- Employer contributions
- $1,578,751
- Participant contributions
- $251,580
- Total contributions
- $1,830,331
- Total income / additions
- $3,356,613
Expenses & distributions
- Benefits paid
- $1,485,371
- Administrative expenses
- $264,450
- Total expenses
- $1,749,821
- Net increase / (decrease)
- $1,606,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patrick Lynch | EMPLOYEE | $176,854 | not reported in the loaded dataset | 2023 |
| Charles Ransiear | EMPLOYEE | $132,854 | not reported in the loaded dataset | 2023 |
| Local 68 Eng Union Welfare Fund | AFFILIATED FUND | $84,468 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | NONE | $36,451 | $225 | 2023 |
| James Gorman | EMPLOYEE | $28,000 | not reported in the loaded dataset | 2023 |
| Joseph Warren | NONE | $20,250 | not reported in the loaded dataset | 2023 |
| Anthony Scorciolla | NONE | $18,660 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $18,242 | not reported in the loaded dataset | 2023 |
| Oransky Scaraggi & Borg P.C. | NONE | $18,150 | not reported in the loaded dataset | 2023 |
| Interstate Maintenance | NONE | $12,650 | not reported in the loaded dataset | 2023 |
| Wasilewski & Keating Pc | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Frank Yorke | UNION OFFICER | $11,194 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| James Abate | NONE | $9,683 | not reported in the loaded dataset | 2023 |
| Andrew Eisenbrey | NONE | $9,600 | not reported in the loaded dataset | 2023 |
| Albert Suhr | NONE | $9,575 | not reported in the loaded dataset | 2023 |
| Paul Willard | NONE | $9,345 | not reported in the loaded dataset | 2023 |
| George Ludlam | NONE | $8,979 | not reported in the loaded dataset | 2023 |
| Sean Fanning | NONE | $8,706 | not reported in the loaded dataset | 2023 |
| Renan Paz-Arriaga | NONE | $8,463 | not reported in the loaded dataset | 2023 |
| Jeffrey Holota | NONE | $8,448 | not reported in the loaded dataset | 2023 |
| Brian Lenahan | NONE | $8,333 | not reported in the loaded dataset | 2023 |
| Paul Reid | NONE | $8,329 | not reported in the loaded dataset | 2023 |
| Benjamin Sayer | NONE | $8,064 | not reported in the loaded dataset | 2023 |
| Mateusz Targosv | NONE | $7,674 | not reported in the loaded dataset | 2023 |
| Paul Polizzi | NONE | $7,560 | not reported in the loaded dataset | 2023 |
| Jeff Gibson | NONE | $6,708 | not reported in the loaded dataset | 2023 |
| Thomas Lecompte | NONE | $6,450 | not reported in the loaded dataset | 2023 |
| Brian Connelly | NONE | $6,214 | not reported in the loaded dataset | 2023 |
| John Posser | NONE | $5,868 | not reported in the loaded dataset | 2023 |
| Tri-County Landscaping | NONE | $5,719 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 68 Engineers Union Education Education Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Caldwell, NJ
- Patrick Lynch — Schedule C compensation
- Charles Ransiear — Schedule C compensation
- Local 68 Eng Union Welfare Fund — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- James Gorman — Schedule C compensation
- Joseph Warren — Schedule C compensation
- Anthony Scorciolla — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Oransky Scaraggi & Borg P.C. — Schedule C compensation
- Interstate Maintenance — Schedule C compensation
- Wasilewski & Keating Pc — Schedule C compensation
- Frank Yorke — Schedule C compensation
- Mspc — Schedule C compensation
- James Abate — Schedule C compensation
- Andrew Eisenbrey — Schedule C compensation
- Albert Suhr — Schedule C compensation
- Paul Willard — Schedule C compensation
- George Ludlam — Schedule C compensation
- Sean Fanning — Schedule C compensation
- Renan Paz-Arriaga — Schedule C compensation
- Jeffrey Holota — Schedule C compensation
- Brian Lenahan — Schedule C compensation
- Paul Reid — Schedule C compensation
- Benjamin Sayer — Schedule C compensation
- Mateusz Targosv — Schedule C compensation
- Paul Polizzi — Schedule C compensation
- Jeff Gibson — Schedule C compensation
- Thomas Lecompte — Schedule C compensation
- Brian Connelly — Schedule C compensation
- John Posser — Schedule C compensation
- Tri-County Landscaping — Schedule C compensation