Ibew Local 43 And Electrical Contractors Welfare Fund — Form 5500 plan (Ibew Local 43 & Electrical Contractors Welfare Fund Board Of Trustees)
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 43 And Electrical Contractors Welfare Fund is a benefit plan reported by Ibew Local 43 & Electrical Contractors Welfare Fund Board Of Trustees under EIN 15-6025163 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,350 participants and $67,237,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 43 & Electrical Contractors Welfare Fund Board Of Trustees
- EIN
- 15-6025163
- Plan number
- 501
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 1,350
- End-of-year plan assets
- $67,237,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,350 | H, C | 20250220145745NAL0009028544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,237,106
- Total liabilities (EOY)
- $2,517,139
- Net assets (EOY)
- $64,719,967
- Net assets (BOY)
- $56,794,697
Income & contributions
- Employer contributions
- $21,211,038
- Participant contributions
- $1,498,769
- Total contributions
- $22,709,807
- Total income / additions
- $26,360,339
Expenses & distributions
- Benefits paid
- $17,520,073
- Administrative expenses
- $914,996
- Total expenses
- $18,435,069
- Net increase / (decrease)
- $7,925,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc | NONE | $588,688 | $0 | 2023 |
| The Segal Co. | NONE | $165,703 | $0 | 2023 |
| Joseph W. Mccarthy & Assoc | NONE | $118,856 | not reported in the loaded dataset | 2023 |
| Sheila J Fitzmaurice | PLAN ADMINISTRATOR | $111,479 | not reported in the loaded dataset | 2023 |
| Stacy Braun Associates | NONE | $88,287 | not reported in the loaded dataset | 2023 |
| Eliza Potekhin | EMPLOYEE | $63,026 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $53,913 | not reported in the loaded dataset | 2023 |
| Kevin Koval | EMPLOYEE | $42,500 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $35,370 | not reported in the loaded dataset | 2023 |
| Michelle Hotchkiss | EMPLOYEE | $33,867 | not reported in the loaded dataset | 2023 |
| Simplified Computers | NONE | $29,837 | not reported in the loaded dataset | 2023 |
| Employee Network, Inc. | NONE | $25,404 | not reported in the loaded dataset | 2023 |
| Marco Consulting Group | NONE | $19,818 | not reported in the loaded dataset | 2023 |
| Cassidy Chappini | EMPLOYEE | $16,947 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $5,790 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 43 & Electrical Contractors Welfare Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Umr, Inc — Schedule C compensation
- The Segal Co. — Schedule C compensation
- Joseph W. Mccarthy & Assoc — Schedule C compensation
- Sheila J Fitzmaurice — Schedule C compensation
- Stacy Braun Associates — Schedule C compensation
- Eliza Potekhin — Schedule C compensation
- Blitman & King — Schedule C compensation
- Kevin Koval — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Michelle Hotchkiss — Schedule C compensation
- Simplified Computers — Schedule C compensation
- Employee Network, Inc. — Schedule C compensation
- Marco Consulting Group — Schedule C compensation
- Cassidy Chappini — Schedule C compensation
- Us Bank — Schedule C compensation