2023 Form 5500 filing — Local 325 Joint Trust 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 20250616120923NAL0000483859001) for Local 325 Joint Trust Fund, reported by Ibew 325 Joint Trust Fund under EIN 15-0626264 and plan number 501. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616120923NAL0000483859001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew 325 Joint Trust Fund
- EIN
- 15-0626264
- Plan number
- 501
- Location
- Binghamton, NY
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,716,332
- Total liabilities (EOY)
- $443,535
- Net assets (EOY)
- $31,272,797
- Employer contributions
- $5,213,883
- Participant contributions
- $217,232
- Total income / additions
- $8,900,702
- Benefits paid
- $5,192,210
- Administrative expenses
- $485,864
- Total expenses
- $5,678,074
- Net increase / (decrease)
- $3,222,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $154,359 | $0 |
| Amber Lopiccolo | EMPLOYEE | $73,154 | not reported in the loaded dataset |
| Manning & Napier | NONE | $67,464 | not reported in the loaded dataset |
| Blitman And King | NONE | $43,657 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $34,980 | $0 |
| Bolton Partners Northeast, Inc | NONE | $28,800 | not reported in the loaded dataset |
| Keenan & Associates | NONE | $25,421 | not reported in the loaded dataset |
| Labor First, LLC | NONE | $0 | $24,641 |
| D'Arcangelo & Co., Llp | NONE | $17,400 | not reported in the loaded dataset |
| Lorraine Tyler | EMPLOYEE | $16,647 | not reported in the loaded dataset |
| Joseph W. Mccarthy | NONE | $15,766 | $0 |
| Investment Performance Services, Ll | NONE | $14,250 | $0 |
| Teledoc | NONE | $14,102 | not reported in the loaded dataset |
| Principal | NONE | $8,336 | not reported in the loaded dataset |