Ibew Eastern States Health & Benefits Fund — Form 5500 plan (Board Of Trustees Of Ibew)
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 Eastern States Health & Benefits Fund is a benefit plan reported by Board Of Trustees Of Ibew under EIN 14-6030541 and plan number 501. The latest loaded filing year is 2023. The filing reports 7 participants and $1,111,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew
- EIN
- 14-6030541
- Plan number
- 501
- Plan type
- 2
- Location
- Hudson, NY
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,111,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I, C | 20240710140200NAL0016955873002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,111,929
- Total liabilities (EOY)
- $81,999
- Net assets (EOY)
- $1,029,930
- Net assets (BOY)
- $1,029,233
Income & contributions
- Employer contributions
- $87,382
- Participant contributions
- $2,928
- Total income / additions
- $186,272
Expenses & distributions
- Benefits paid
- $123,956
- Total expenses
- $185,575
- Net increase / (decrease)
- $697
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Uhy Advisors, Inc. | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Bpas Actuarial & Pension Services | NONE | $13,000 | $4,445 | 2023 |
| Holm & Ohara Llp | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick, & Schlapp | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $2,127 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hudson, NY
- Uhy Advisors, Inc. — Schedule C compensation
- Bpas Actuarial & Pension Services — Schedule C compensation
- Holm & Ohara Llp — Schedule C compensation
- Gould, Kobrick, & Schlapp — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation