2023 Form 5500 filing — Ibew Local 363 Joint Apprenticeship Training 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 20241015175117NAL0059025762001) for Ibew Local 363 Joint Apprenticeship Training Fund, reported by Ibew Local 363 Joint Apprenticeship Training Fund under EIN 13-6132505 and plan number 502. It reports 825 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175117NAL0059025762001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 363 Joint Apprenticeship Training Fund
- EIN
- 13-6132505
- Plan number
- 502
- Location
- Harriman, NY
- Participants
- 825
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,546,778
- Total liabilities (EOY)
- $39,010
- Net assets (EOY)
- $9,507,768
- Employer contributions
- $1,647,520
- Total income / additions
- $2,261,173
- Benefits paid
- $567,843
- Administrative expenses
- $1,038,860
- Total expenses
- $1,638,678
- Net increase / (decrease)
- $622,495
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William Edwards | EMPLOYEE | $157,240 | not reported in the loaded dataset |
| Clinton Brown | EMPLOYEE | $131,240 | not reported in the loaded dataset |
| Shauna Baird | EMPLOYEE | $54,547 | not reported in the loaded dataset |
| Mspc | NONE | $23,500 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $11,356 | $0 |
| Bernard & Associates | NONE | $7,925 | not reported in the loaded dataset |