Ibew Local 363 Welfare Plan — Form 5500 plan (Trustees Of Ibew Local 363-Welfare)
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 Local 363 Welfare Plan is a benefit plan reported by Trustees Of Ibew Local 363-Welfare under EIN 13-6132502 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,008 participants and $55,678,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local 363-Welfare
- EIN
- 13-6132502
- Plan number
- 501
- Plan type
- 1
- Location
- Harriman, NY
- Latest filing year
- 2023
- Participants
- 1,008
- End-of-year plan assets
- $55,678,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,008 | H, C | 20241015181700NAL0030604417002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,678,439
- Total liabilities (EOY)
- $11,970,843
- Net assets (EOY)
- $43,707,596
- Net assets (BOY)
- $38,105,852
Income & contributions
- Employer contributions
- $26,491,937
- Participant contributions
- $1,950,284
- Total contributions
- $28,442,221
- Total income / additions
- $33,738,080
Expenses & distributions
- Benefits paid
- $26,660,215
- Administrative expenses
- $1,476,121
- Total expenses
- $28,136,336
- Net increase / (decrease)
- $5,601,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | NONE | $198,190 | not reported in the loaded dataset | 2023 |
| Pamela Brown | EMPLOYEE | $171,800 | not reported in the loaded dataset | 2023 |
| Aria Employee Benefit Services Inc | NONE | $128,356 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $103,038 | $0 | 2023 |
| Lisa Uleano | EMPLOYEE | $73,684 | not reported in the loaded dataset | 2023 |
| Nicole Defelice | EMPLOYEE | $73,178 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $55,937 | not reported in the loaded dataset | 2023 |
| Hailey Brown | EMPLOYEE | $54,131 | not reported in the loaded dataset | 2023 |
| Tina Moreno | EMPLOYEE | $42,360 | not reported in the loaded dataset | 2023 |
| Maloney Associates | NONE | $30,801 | not reported in the loaded dataset | 2023 |
| Berard & Associates | NONE | $21,225 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $20,600 | not reported in the loaded dataset | 2023 |
| L. 363 Jat Re Corp. | AFFILIATED BENEFIT FUND | $17,115 | not reported in the loaded dataset | 2023 |
| Archer Byington Glennon | NONE | $7,153 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local 363-Welfare
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Harriman, NY
- Aetna — Schedule C compensation
- Pamela Brown — Schedule C compensation
- Aria Employee Benefit Services Inc — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Lisa Uleano — Schedule C compensation
- Nicole Defelice — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Hailey Brown — Schedule C compensation
- Tina Moreno — Schedule C compensation
- Maloney Associates — Schedule C compensation
- Berard & Associates — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- L. 363 Jat Re Corp. — Schedule C compensation
- Archer Byington Glennon — Schedule C compensation