2023 Form 5500 filing — Ibew Local 1919 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 20241004101938NAL0011299441001) for Ibew Local 1919 Health And Welfare Fund, reported by Ibew 1919 H & W Fund under EIN 23-6399505 and plan number 501. It reports 40 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004101938NAL0011299441001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew 1919 H & W Fund
- EIN
- 23-6399505
- Plan number
- 501
- Location
- Mt Laurel, NJ
- Participants
- 40
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,210,364
- Total liabilities (EOY)
- $61,731
- Net assets (EOY)
- $7,148,633
- Employer contributions
- $2,659,295
- Participant contributions
- $11,606
- Total income / additions
- $3,296,180
- Benefits paid
- $1,933,631
- Administrative expenses
- $176,158
- Total expenses
- $2,109,789
- Net increase / (decrease)
- $1,186,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Administrators & Consultants | NONE | $106,922 | not reported in the loaded dataset |
| Mcelhaney & Associates, LLC | NONE | $17,500 | not reported in the loaded dataset |
| Standard Valuations, Inc. | NONE | $12,375 | not reported in the loaded dataset |
| Stephen J. O'Brien & Associates | NONE | $8,724 | not reported in the loaded dataset |