2023 Form 5500 filing — Ibew Local Union 269 Welfare And Supplemental 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 20241010161022NAL0041485042002) for Ibew Local Union 269 Welfare And Supplemental Fund, reported by I.B.E.W 269 Supplemental Fund Supplemental Fund under EIN 22-3611027 and plan number 501. It reports 794 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010161022NAL0041485042002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.B.E.W 269 Supplemental Fund Supplemental Fund
- EIN
- 22-3611027
- Plan number
- 501
- Location
- West Trenton, NJ
- Participants
- 794
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,899,369
- Total liabilities (EOY)
- $618,711
- Net assets (EOY)
- $10,280,658
- Employer contributions
- $3,089,155
- Total income / additions
- $3,784,377
- Benefits paid
- $1,966,990
- Administrative expenses
- $158,023
- Total expenses
- $2,125,013
- Net increase / (decrease)
- $1,659,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E. Shaffer | NONE | $84,575 | not reported in the loaded dataset |
| Mspc Cpa'S And Advisors | NONE | $31,126 | not reported in the loaded dataset |
| Pfm Asset Management LLC | NONE | $9,500 | not reported in the loaded dataset |
| Pfm Advisors | NONE | $5,096 | not reported in the loaded dataset |