2023 Form 5500 filing — Electrical Workers Ibew Local No. 163 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 20241212175319NAL0007988195002) for Electrical Workers Ibew Local No. 163 Health And Welfare Fund, reported by Board Of Trustees Ibew Local Union 163 Health And Welfare Fund under EIN 23-6390518 and plan number 501. It reports 304 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)$11.6MReported net assets$11,648,368
Participants304
Provider compensation$301.9K7 Schedule C row(s)$301,883
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241212175319NAL0007988195002
Plan sponsor
Board Of Trustees Ibew Local Union 163 Health And Welfare Fund
EIN
23-6390518
Plan number
501
Location
West Trenton, NJ
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)$12.6M total assets
Net assets$11.6MLiabilities$971K
Money in vs. money out
Total income / additions$6.8M
Total expenses$5M
Benefits paid / distributions$4.7M
Contributions
Employer$5.6M
Participant$41.7K
Full reported line items
Total assets (EOY)
$12,619,397
Total liabilities (EOY)
$971,029
Net assets (EOY)
$11,648,368
Employer contributions
$5,594,248
Participant contributions
$41,717
Total income / additions
$6,847,466
Benefits paid
$4,707,275
Administrative expenses
$324,403
Total expenses
$5,031,678
Net increase / (decrease)
$1,815,788
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $122.8K
  2. 2
    NONE · Direct $47.9K
  3. 3
    NONE · Direct $39.9K
  4. 4
    NONE · Direct $29.1K
  5. 5
    NONE · Direct $27K
  6. 6
    NONE · Direct $21.2K
  7. 7
    NONE · Direct $14K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241212175319NAL0007988195002 cover?
It is the 2023 Form 5500 filing for Electrical Workers Ibew Local No. 163 Health And Welfare Fund, reported by Board Of Trustees Ibew Local Union 163 Health And Welfare Fund (EIN 23-6390518).
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