Ibew Lu 363 Supplement Unemployment Benefit Fund — Form 5500 plan (Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund)
Plain-English plan 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, Ibew Lu 363 Supplement Unemployment Benefit Fund is a benefit plan reported by Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund under EIN 02-0546331 and plan number 503. The latest loaded filing year is 2023. The filing reports 694 participants and $7,654,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund
- EIN
- 02-0546331
- Plan number
- 503
- Plan type
- 1
- Location
- Harriman, NY
- Latest filing year
- 2023
- Participants
- 694
- End-of-year plan assets
- $7,654,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 694 | H, C | 20241015180640NAL0015220979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,654,482
- Total liabilities (EOY)
- $16,185
- Net assets (EOY)
- $7,638,297
- Net assets (BOY)
- $7,079,903
Income & contributions
- Employer contributions
- $215,864
- Total contributions
- $215,864
- Total income / additions
- $995,252
Expenses & distributions
- Benefits paid
- $229,971
- Administrative expenses
- $206,887
- Total expenses
- $436,858
- Net increase / (decrease)
- $558,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $20,167 | $0 | 2023 |
| L. 363 Jat R.E. Corp | AFFILIATED ORGANIZATION | $8,970 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $7,725 | not reported in the loaded dataset | 2023 |
| Archer Byinton Glennon & Levine | NONE | $7,719 | not reported in the loaded dataset | 2023 |
| Berard & Associates | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Harriman, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- L. 363 Jat R.E. Corp — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Archer Byinton Glennon & Levine — Schedule C compensation
- Berard & Associates — Schedule C compensation