2023 Form 5500 filing — I.B.E.W. Local Union #654 Health And Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905115736NAL0011789539001) for I.B.E.W. Local Union #654 Health And Welfare Fund, reported by Ibew #654 H & W Fund Trustees under EIN 23-1613860 and plan number 501. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905115736NAL0011789539001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew #654 H & W Fund Trustees
- EIN
- 23-1613860
- Plan number
- 501
- Location
- Mount Laurel, NJ
- Participants
- 442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,577,089
- Total liabilities (EOY)
- $550,038
- Net assets (EOY)
- $25,027,051
- Employer contributions
- $10,250,685
- Participant contributions
- $86,256
- Total income / additions
- $11,993,572
- Benefits paid
- $8,600,012
- Administrative expenses
- $363,245
- Total expenses
- $8,963,257
- Net increase / (decrease)
- $3,030,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frank M Vaccarro & Associates | NONE | $244,151 | not reported in the loaded dataset |
| Mackay Sheilds LLC | NONE | $29,731 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $27,777 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $24,950 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $22,056 | not reported in the loaded dataset |
| Delta Dental Of Pennsylvania | NONE | $16,457 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $15,387 | not reported in the loaded dataset |
| Wells Fargo | NONE | $9,834 | not reported in the loaded dataset |
| Graystone Consulting/Morgan Stanley | NONE | $8,000 | not reported in the loaded dataset |