Ibew Local 812 Health And Welfare Fund — Form 5500 plan (Ibew Local 812 Health And Welfare Fund)
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 812 Health And Welfare Fund is a benefit plan reported by Ibew Local 812 Health And Welfare Fund under EIN 23-2369223 and plan number 501. The latest loaded filing year is 2023. The filing reports 94 participants and $1,776,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 812 Health And Welfare Fund
- EIN
- 23-2369223
- Plan number
- 501
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 94
- End-of-year plan assets
- $1,776,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 94 | H, C | 20241004100120NAL0005604131002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,776,601
- Total liabilities (EOY)
- $45,869
- Net assets (EOY)
- $1,730,732
- Net assets (BOY)
- $1,547,983
Income & contributions
- Employer contributions
- $1,359,491
- Participant contributions
- $34,620
- Total contributions
- $1,817,661
- Total income / additions
- $1,926,930
Expenses & distributions
- Benefits paid
- $1,620,916
- Administrative expenses
- $123,265
- Total expenses
- $1,744,181
- Net increase / (decrease)
- $182,749
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fabian & Byrn LLC | NONE | $42,669 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $38,133 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $15,685 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott Llp | NONE | $9,108 | not reported in the loaded dataset | 2023 |
| Bolton Partners Investment Consulti | NONE | $5,265 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 812 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Fabian & Byrn LLC — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Meyer, Unkovic & Scott Llp — Schedule C compensation
- Bolton Partners Investment Consulti — Schedule C compensation