Electrical Workers Ibew Local No. 163 Health And Welfare Fund — Form 5500 plan (Board Of Trustees Ibew Local Union 163 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, Electrical Workers Ibew Local No. 163 Health And Welfare Fund is a benefit plan reported by Board Of Trustees Ibew Local Union 163 Health And Welfare Fund under EIN 23-6390518 and plan number 501. The latest loaded filing year is 2023. The filing reports 304 participants and $12,619,397 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Local Union 163 Health And Welfare Fund
- EIN
- 23-6390518
- Plan number
- 501
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $12,619,397
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241212175319NAL0007988195002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,619,397
- Total liabilities (EOY)
- $971,029
- Net assets (EOY)
- $11,648,368
- Net assets (BOY)
- $9,832,580
Income & contributions
- Employer contributions
- $5,594,248
- Participant contributions
- $41,717
- Total contributions
- $6,109,508
- Total income / additions
- $6,847,466
Expenses & distributions
- Benefits paid
- $4,707,275
- Administrative expenses
- $324,403
- Total expenses
- $5,031,678
- Net increase / (decrease)
- $1,815,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $122,825 | not reported in the loaded dataset | 2023 |
| Ie Shaffer | NONE | $47,917 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $39,875 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $29,074 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $26,999 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott Llp | NONE | $21,193 | not reported in the loaded dataset | 2023 |
| Kang Haggerty & Fetbroyt LLC | NONE | $14,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew Local Union 163 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- Aetna Life Insurance Company — Schedule C compensation
- Ie Shaffer — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Meyer Unkovic & Scott Llp — Schedule C compensation
- Kang Haggerty & Fetbroyt LLC — Schedule C compensation