2023 Form 5500 filing — Ibew Local 812 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 20241004100120NAL0005604131002) for Ibew Local 812 Health And Welfare Fund, reported by Ibew Local 812 Health And Welfare Fund under EIN 23-2369223 and plan number 501. It reports 94 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004100120NAL0005604131002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 812 Health And Welfare Fund
- EIN
- 23-2369223
- Plan number
- 501
- Location
- Roseland, NJ
- Participants
- 94
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,776,601
- Total liabilities (EOY)
- $45,869
- Net assets (EOY)
- $1,730,732
- Employer contributions
- $1,359,491
- Participant contributions
- $34,620
- Total income / additions
- $1,926,930
- Benefits paid
- $1,620,916
- Administrative expenses
- $123,265
- Total expenses
- $1,744,181
- Net increase / (decrease)
- $182,749
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fabian & Byrn LLC | NONE | $42,669 | not reported in the loaded dataset |
| Segal Consulting | NONE | $38,133 | not reported in the loaded dataset |
| Packer Thomas | NONE | $15,685 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott Llp | NONE | $9,108 | not reported in the loaded dataset |
| Bolton Partners Investment Consulti | NONE | $5,265 | not reported in the loaded dataset |