Ibew Local Union No.126 Occupational Safety Health And Education Trust Fund — Form 5500 plan (Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed)
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 Union No.126 Occupational Safety Health And Education Trust Fund is a benefit plan reported by Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed under EIN 23-1919421 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,502 participants and $36,750,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed
- EIN
- 23-1919421
- Plan number
- 501
- Plan type
- 1
- Location
- Collegeville, PA
- Latest filing year
- 2023
- Participants
- 1,502
- End-of-year plan assets
- $36,750,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,502 | H, C | 20241001092832NAL0006861297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,750,112
- Total liabilities (EOY)
- $4,424
- Net assets (EOY)
- $36,745,688
- Net assets (BOY)
- $33,250,743
Income & contributions
- Employer contributions
- $6,571,183
- Total contributions
- $6,571,183
- Total income / additions
- $8,125,387
Expenses & distributions
- Benefits paid
- $2,250,418
- Administrative expenses
- $2,380,024
- Total expenses
- $4,630,442
- Net increase / (decrease)
- $3,494,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steven Lutz | EMPLOYEE | $289,585 | not reported in the loaded dataset | 2023 |
| Steven Kuncelman | EMPLOYEE | $270,639 | not reported in the loaded dataset | 2023 |
| Joseph Muscara | EMPLOYEE | $252,340 | not reported in the loaded dataset | 2023 |
| Diane Dello Buono | EMPLOYEE | $152,388 | not reported in the loaded dataset | 2023 |
| Leslie Gable | EMPLOYEE | $143,515 | not reported in the loaded dataset | 2023 |
| Partners In Safety | NONE | $119,040 | not reported in the loaded dataset | 2023 |
| Ibew Local 126 | RELATED PARTY | $57,124 | not reported in the loaded dataset | 2023 |
| M3 Information Technology Solutions | NONE | $50,909 | not reported in the loaded dataset | 2023 |
| Professional Building Services Inc | NONE | $39,643 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $34,643 | not reported in the loaded dataset | 2023 |
| Concentra Medical Center | NONE | $20,794 | not reported in the loaded dataset | 2023 |
| R&K Landscaping | NONE | $17,927 | not reported in the loaded dataset | 2023 |
| Daniel Walker | INSTRUCTOR | $14,618 | not reported in the loaded dataset | 2023 |
| Coyne First Aid | NONE | $14,565 | not reported in the loaded dataset | 2023 |
| Fox Rothschild Llp | NONE | $14,128 | not reported in the loaded dataset | 2023 |
| Michael Nicholas | INSTRUCTOR | $11,704 | not reported in the loaded dataset | 2023 |
| Ramm Inc | NONE | $10,190 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $10,000 | $0 | 2023 |
| Larry C. Mengel | INSTRUCTOR | $9,040 | not reported in the loaded dataset | 2023 |
| Haines & Kibblehouse, Inc. | NONE | $6,955 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Collegeville, PA
- Steven Lutz — Schedule C compensation
- Steven Kuncelman — Schedule C compensation
- Joseph Muscara — Schedule C compensation
- Diane Dello Buono — Schedule C compensation
- Leslie Gable — Schedule C compensation
- Partners In Safety — Schedule C compensation
- Ibew Local 126 — Schedule C compensation
- M3 Information Technology Solutions — Schedule C compensation
- Professional Building Services Inc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Concentra Medical Center — Schedule C compensation
- R&K Landscaping — Schedule C compensation
- Daniel Walker — Schedule C compensation
- Coyne First Aid — Schedule C compensation
- Fox Rothschild Llp — Schedule C compensation
- Michael Nicholas — Schedule C compensation
- Ramm Inc — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Larry C. Mengel — Schedule C compensation
- Haines & Kibblehouse, Inc. — Schedule C compensation