Ibew Local 456 Supplemental Welfare — Form 5500 plan (Ibew Local 456 Supplemental Welfare 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 Local 456 Supplemental Welfare is a benefit plan reported by Ibew Local 456 Supplemental Welfare Fund under EIN 20-0500732 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,269 participants and $7,868,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 456 Supplemental Welfare Fund
- EIN
- 20-0500732
- Plan number
- 502
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,269
- End-of-year plan assets
- $7,868,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,269 | H, C | 20241012174947NAL0048374418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,868,699
- Total liabilities (EOY)
- $911,203
- Net assets (EOY)
- $6,957,496
- Net assets (BOY)
- $3,713,183
Income & contributions
- Employer contributions
- $10,701,521
- Total contributions
- $10,701,521
- Total income / additions
- $11,047,172
Expenses & distributions
- Benefits paid
- $7,431,223
- Administrative expenses
- $371,636
- Total expenses
- $7,802,859
- Net increase / (decrease)
- $3,244,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $336,845 | not reported in the loaded dataset | 2023 |
| Labor First LLC | NONE | $187,028 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $67,996 | not reported in the loaded dataset | 2023 |
| Envision | NONE | $43,678 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $10,801 | not reported in the loaded dataset | 2023 |
| Vanguard | NONE | $6,361 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 456 Supplemental Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- I.E. Shaffer & Co. — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Envision — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Vanguard — Schedule C compensation