Westchester - Fairfield Joint Electrical Apprenticeship And Training Fund — Form 5500 plan (The Westchester - Fairfield Electrical Joint Electrical Apprenticeship)
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, Westchester - Fairfield Joint Electrical Apprenticeship And Training Fund is a benefit plan reported by The Westchester - Fairfield Electrical Joint Electrical Apprenticeship under EIN 13-1955999 and plan number 520. The latest loaded filing year is 2023. The filing reports 115 participants and $1,370,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Westchester - Fairfield Electrical Joint Electrical Apprenticeship
- EIN
- 13-1955999
- Plan number
- 520
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $1,370,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | H, C | 20250414093225NAL0002904688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,370,302
- Total liabilities (EOY)
- $223,303
- Net assets (EOY)
- $1,146,999
- Net assets (BOY)
- $1,258,297
Income & contributions
- Employer contributions
- $1,410,477
- Total contributions
- $1,410,477
- Total income / additions
- $1,500,659
Expenses & distributions
- Benefits paid
- $1,465,314
- Administrative expenses
- $146,643
- Total expenses
- $1,611,957
- Net increase / (decrease)
- -$111,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rsm Us Llp | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Joint Industry Board | PLAN ADMINISTRATOR | $13,200 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | NONE | $12,380 | not reported in the loaded dataset | 2023 |
| Cohen Weiss And Simon | NONE | $6,551 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Westchester - Fairfield Electrical Joint Electrical Apprenticeship
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Rsm Us Llp — Schedule C compensation
- Joint Industry Board — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Cohen Weiss And Simon — Schedule C compensation