Local 94, Ibew Health And Welfare Fund — Form 5500 plan (Local Union 94 Ibew)
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 94, Ibew Health And Welfare Fund is a benefit plan reported by Local Union 94 Ibew under EIN 22-6699169 and plan number 501. The latest loaded filing year is 2023. The filing reports 763 participants and $28,599,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local Union 94 Ibew
- EIN
- 22-6699169
- Plan number
- 501
- Plan type
- 1
- Location
- East Windsor, NJ
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $28,599,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H, C | 20250410123008NAL0033267952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,599,749
- Total liabilities (EOY)
- $1,896,650
- Net assets (EOY)
- $26,703,099
- Net assets (BOY)
- $20,029,583
Income & contributions
- Employer contributions
- $14,823,027
- Participant contributions
- $65,483
- Total contributions
- $14,888,510
- Total income / additions
- $17,424,577
Expenses & distributions
- Benefits paid
- $10,133,659
- Administrative expenses
- $617,402
- Total expenses
- $10,751,061
- Net increase / (decrease)
- $6,673,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon | NONE | $368,088 | $0 | 2023 |
| I.E. Shaffer | NONE | $252,882 | not reported in the loaded dataset | 2023 |
| Ubs | NONE | $220,289 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, P.A. | NONE | $40,700 | not reported in the loaded dataset | 2023 |
| Paul A. Montalbano, Esq, LLC | NONE | $25,864 | not reported in the loaded dataset | 2023 |
| Local Union 94 Ibew | SPONSOR | $8,479 | not reported in the loaded dataset | 2023 |
| Rae Group | NONE | $2,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local Union 94 Ibew
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in East Windsor, NJ
- Horizon — Schedule C compensation
- I.E. Shaffer — Schedule C compensation
- Ubs — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- Paul A. Montalbano, Esq, LLC — Schedule C compensation
- Local Union 94 Ibew — Schedule C compensation
- Rae Group — Schedule C compensation