Ibew Local 1919 Health And Welfare Fund — Form 5500 plan (Ibew 1919 H & W 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 1919 Health And Welfare Fund is a benefit plan reported by Ibew 1919 H & W Fund under EIN 23-6399505 and plan number 501. The latest loaded filing year is 2023. The filing reports 40 participants and $7,210,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew 1919 H & W Fund
- EIN
- 23-6399505
- Plan number
- 501
- Plan type
- 1
- Location
- Mt Laurel, NJ
- Latest filing year
- 2023
- Participants
- 40
- End-of-year plan assets
- $7,210,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | H, C | 20241004101938NAL0011299441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,210,364
- Total liabilities (EOY)
- $61,731
- Net assets (EOY)
- $7,148,633
- Net assets (BOY)
- $5,962,242
Income & contributions
- Employer contributions
- $2,659,295
- Participant contributions
- $11,606
- Total contributions
- $2,670,901
- Total income / additions
- $3,296,180
Expenses & distributions
- Benefits paid
- $1,933,631
- Administrative expenses
- $176,158
- Total expenses
- $2,109,789
- Net increase / (decrease)
- $1,186,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beacon Administrators & Consultants | NONE | $106,922 | not reported in the loaded dataset | 2023 |
| Mcelhaney & Associates, LLC | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc. | NONE | $12,375 | not reported in the loaded dataset | 2023 |
| Stephen J. O'Brien & Associates | NONE | $8,724 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew 1919 H & W Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mt Laurel, NJ
- Beacon Administrators & Consultants — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation
- Stephen J. O'Brien & Associates — Schedule C compensation