Ibew Local No 102 Welfare Fund — Form 5500 plan (Ibew Local No 102 Welfare 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, Ibew Local No 102 Welfare Fund is a benefit plan reported by Ibew Local No 102 Welfare Fund Board Of Trustees under EIN 22-6487222 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,907 participants and $113,392,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local No 102 Welfare Fund Board Of Trustees
- EIN
- 22-6487222
- Plan number
- 501
- Plan type
- 1
- Location
- Parsippany, NJ
- Latest filing year
- 2023
- Participants
- 3,907
- End-of-year plan assets
- $113,392,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,907 | H, C | 20241009090200NAL0036542386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,392,233
- Total liabilities (EOY)
- $6,472,777
- Net assets (EOY)
- $106,919,456
- Net assets (BOY)
- $103,314,267
Income & contributions
- Employer contributions
- $64,720,289
- Participant contributions
- $1,416,969
- Total contributions
- $66,137,258
- Total income / additions
- $74,151,516
Expenses & distributions
- Benefits paid
- $68,755,396
- Administrative expenses
- $1,790,931
- Total expenses
- $70,546,327
- Net increase / (decrease)
- $3,605,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Blue Cross Blue Shield Nj | NONE | $1,230,228 | not reported in the loaded dataset | 2023 |
| Fabian And Byrn LLC | NONE | $620,205 | not reported in the loaded dataset | 2023 |
| Ie Shaffer & Co | NONE | $481,329 | not reported in the loaded dataset | 2023 |
| Global Pharmaceutical Benefits LLC | NONE | $479,230 | not reported in the loaded dataset | 2023 |
| Zelis Healthcare | NONE | $272,076 | not reported in the loaded dataset | 2023 |
| Weaver C Barksdale And Assoc Inc | NONE | $115,569 | not reported in the loaded dataset | 2023 |
| Gerson & Assoc Cpas And Advisors Pc | NONE | $84,713 | not reported in the loaded dataset | 2023 |
| Law Offices Of Timothy R Hott | NONE | $47,107 | not reported in the loaded dataset | 2023 |
| Wcm Focused Intl Growth Fund, Lp | NONE | $38,170 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Graystone | NONE | $20,909 | not reported in the loaded dataset | 2023 |
| Oransky Scaraggi And Borg Pc | NONE | $18,133 | not reported in the loaded dataset | 2023 |
| Shaughnessy Giella, Cpa. Pc | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $4,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local No 102 Welfare Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Parsippany, NJ
- Horizon Blue Cross Blue Shield Nj — Schedule C compensation
- Fabian And Byrn LLC — Schedule C compensation
- Ie Shaffer & Co — Schedule C compensation
- Global Pharmaceutical Benefits LLC — Schedule C compensation
- Zelis Healthcare — Schedule C compensation
- Weaver C Barksdale And Assoc Inc — Schedule C compensation
- Gerson & Assoc Cpas And Advisors Pc — Schedule C compensation
- Law Offices Of Timothy R Hott — Schedule C compensation
- Wcm Focused Intl Growth Fund, Lp — Schedule C compensation
- Morgan Stanley Graystone — Schedule C compensation
- Oransky Scaraggi And Borg Pc — Schedule C compensation
- Shaughnessy Giella, Cpa. Pc — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation