2023 Form 5500 filing — Ibew Lu 363 Supplement Unemployment Benefit 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 20241015180640NAL0015220979001) for Ibew Lu 363 Supplement Unemployment Benefit Fund, reported by Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund under EIN 02-0546331 and plan number 503. It reports 694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$7.6MReported net assets$7,638,297
Participants694
Provider compensation$49.6K5 Schedule C row(s)$49,581
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015180640NAL0015220979001
Plan sponsor
Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund
EIN
02-0546331
Plan number
503
Location
Harriman, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7M total assets
Net assets$7.6MLiabilities$16.2K
Money in vs. money out
Total income / additions$995.3K
Total expenses$436.9K
Benefits paid / distributions$230K
Contributions
Employer$215.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$7,654,482
Total liabilities (EOY)
$16,185
Net assets (EOY)
$7,638,297
Employer contributions
$215,864
Total income / additions
$995,252
Benefits paid
$229,971
Administrative expenses
$206,887
Total expenses
$436,858
Net increase / (decrease)
$558,394
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $20.2K · Indirect $0
  2. 2
    AFFILIATED ORGANIZATION · Direct $9K
  3. 3
    NONE · Direct $7.7K
  4. 4
    NONE · Direct $7.7K
  5. 5
    NONE · Direct $5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015180640NAL0015220979001 cover?
It is the 2023 Form 5500 filing for Ibew Lu 363 Supplement Unemployment Benefit Fund, reported by Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund (EIN 02-0546331).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages