2023 Form 5500 filing — Local 68 Engineers Union Welfare Plan
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 20250414114515NAL0001703409002) for Local 68 Engineers Union Welfare Plan, reported by Local 68 Engineers Union Welfare Board Of Trustees under EIN 22-1550500 and plan number 501. It reports 2,073 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414114515NAL0001703409002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 68 Engineers Union Welfare Board Of Trustees
- EIN
- 22-1550500
- Plan number
- 501
- Location
- W. Caldwell, NJ
- Participants
- 2,073
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,063,434
- Total liabilities (EOY)
- $1,636,020
- Net assets (EOY)
- $95,427,414
- Employer contributions
- $50,018,557
- Participant contributions
- $400,290
- Total income / additions
- $60,694,169
- Benefits paid
- $47,670,219
- Administrative expenses
- $1,485,135
- Total expenses
- $49,155,354
- Net increase / (decrease)
- $11,538,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcares Services Inc. | NONE | $2,336,704 | $0 |
| Ubs Financial Services Inc | NONE | $482,730 | $489 |
| Local 68 Eng Union Education Fd | AFFILIATED FUND | $225,013 | not reported in the loaded dataset |
| Victor Lopez | EMPLOYEE | $100,546 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $70,497 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $62,462 | not reported in the loaded dataset |
| Christopher Ruton | EMPLOYEE | $52,350 | not reported in the loaded dataset |
| Kathleen Iandiorio | EMPLOYEE | $41,727 | not reported in the loaded dataset |
| Kimberly Hamilton | EMPLOYEE | $39,476 | not reported in the loaded dataset |
| Patricia Dandola | EMPLOYEE | $39,476 | not reported in the loaded dataset |
| Mary Anne Wojtal | EMPLOYEE | $39,476 | not reported in the loaded dataset |
| Theresa Eagen | EMPLOYEE | $37,992 | not reported in the loaded dataset |
| Mspc | NONE | $35,000 | not reported in the loaded dataset |
| Wasilewski & Keating P.C. | NONE | $30,000 | not reported in the loaded dataset |
| Cvs Pharmacy Inc | NONE | $26,131 | not reported in the loaded dataset |
| Oransky Scaraggi & Borg P.C. | NONE | $22,500 | not reported in the loaded dataset |