2023 Form 5500 filing — I.B.E.W. Local 1430 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 20241015164945NAL0030399809001) for I.B.E.W. Local 1430 Welfare Fund, reported by Board Of Trustees Of Local 1430 Welfare Fund under EIN 13-1835737 and plan number 501. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164945NAL0030399809001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 1430 Welfare Fund
- EIN
- 13-1835737
- Plan number
- 501
- Location
- Armonk, NY
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,649,978
- Total liabilities (EOY)
- $289,674
- Net assets (EOY)
- $2,360,304
- Employer contributions
- $3,758,733
- Participant contributions
- $0
- Total income / additions
- $3,926,460
- Benefits paid
- $3,377,979
- Administrative expenses
- $692,320
- Total expenses
- $4,070,299
- Net increase / (decrease)
- -$143,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rosemarie Mccarthy | EMPLOYEE | $82,356 | not reported in the loaded dataset |
| Layne Mccarthy | EMPLOYEE | $56,965 | not reported in the loaded dataset |
| Christine Laurie Empey | EMPLOYEE | $53,776 | not reported in the loaded dataset |
| Mccarthy & Preece Pllc | LAWYER | $42,000 | not reported in the loaded dataset |
| Dylan Wiley | TRUSTEE | $18,000 | not reported in the loaded dataset |
| Andrew Fair Esq | TRUSTEE | $18,000 | $0 |
| Matthew Rocco | TRUSTEE | $18,000 | $0 |
| Ibew Local 1430 | UNION SPONSOR | $15,492 | not reported in the loaded dataset |
| Summit Actuarial Services | ACTUARY | $6,750 | not reported in the loaded dataset |