I.B.E.W. Local Union #654 Health And Welfare Fund — Form 5500 plan (Ibew #654 H & W Fund 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, I.B.E.W. Local Union #654 Health And Welfare Fund is a benefit plan reported by Ibew #654 H & W Fund Trustees under EIN 23-1613860 and plan number 501. The latest loaded filing year is 2023. The filing reports 442 participants and $25,577,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew #654 H & W Fund Trustees
- EIN
- 23-1613860
- Plan number
- 501
- Plan type
- 1
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $25,577,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20240905115736NAL0011789539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,577,089
- Total liabilities (EOY)
- $550,038
- Net assets (EOY)
- $25,027,051
- Net assets (BOY)
- $21,996,736
Income & contributions
- Employer contributions
- $10,250,685
- Participant contributions
- $86,256
- Total contributions
- $10,336,941
- Total income / additions
- $11,993,572
Expenses & distributions
- Benefits paid
- $8,600,012
- Administrative expenses
- $363,245
- Total expenses
- $8,963,257
- Net increase / (decrease)
- $3,030,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frank M Vaccarro & Associates | NONE | $244,151 | not reported in the loaded dataset | 2023 |
| Mackay Sheilds LLC | NONE | $29,731 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $27,777 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $24,950 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $22,056 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Pennsylvania | NONE | $16,457 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $15,387 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $9,834 | not reported in the loaded dataset | 2023 |
| Graystone Consulting/Morgan Stanley | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew #654 H & W Fund Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laurel, NJ
- Frank M Vaccarro & Associates — Schedule C compensation
- Mackay Sheilds LLC — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Graystone Consulting/Morgan Stanley — Schedule C compensation