Joint Welfare Fund Of Local Union 164 Ibew — Form 5500 plan (Joint Welfare Fund Local Union 164 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, Joint Welfare Fund Of Local Union 164 Ibew is a benefit plan reported by Joint Welfare Fund Local Union 164 Ibew under EIN 22-1537766 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,430 participants and $187,903,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Welfare Fund Local Union 164 Ibew
- EIN
- 22-1537766
- Plan number
- 501
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 3,430
- End-of-year plan assets
- $187,903,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,430 | H, C | 20241015114657NAL0057296642001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $187,903,094
- Total liabilities (EOY)
- $1,568,293
- Net assets (EOY)
- $186,334,801
- Net assets (BOY)
- $182,676,797
Income & contributions
- Employer contributions
- $65,029,796
- Participant contributions
- $1,622,737
- Total contributions
- $66,652,533
- Total income / additions
- $86,602,697
Expenses & distributions
- Benefits paid
- $78,877,548
- Administrative expenses
- $4,067,145
- Total expenses
- $82,944,693
- Net increase / (decrease)
- $3,658,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Blue Cross | NONE | $1,576,310 | not reported in the loaded dataset | 2023 |
| Fabian And Byrn, LLC | NONE | $730,286 | not reported in the loaded dataset | 2023 |
| Capital Rx Inc | NONE | $640,325 | not reported in the loaded dataset | 2023 |
| Zelis Claims Interity | NONE | $266,174 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $150,528 | not reported in the loaded dataset | 2023 |
| Ramirez Asset Management | NONE | $146,892 | not reported in the loaded dataset | 2023 |
| Intervention Strategies | NONE | $70,551 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $67,497 | not reported in the loaded dataset | 2023 |
| Congress Asset Management Company | NONE | $59,864 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $53,992 | not reported in the loaded dataset | 2023 |
| Zazzali Fagella | NONE | $51,835 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $42,814 | not reported in the loaded dataset | 2023 |
| Tobia & Lovelace, Esqs., LLC | NONE | $36,563 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Mpc Capital Advisors, LLC | NONE | $28,033 | not reported in the loaded dataset | 2023 |
| Wilmington Trust, National Assoc. | NONE | $14,935 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $8,321 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Welfare Fund Local Union 164 Ibew
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Horizon Blue Cross — Schedule C compensation
- Fabian And Byrn, LLC — Schedule C compensation
- Capital Rx Inc — Schedule C compensation
- Zelis Claims Interity — Schedule C compensation
- Mspc — Schedule C compensation
- Ramirez Asset Management — Schedule C compensation
- Intervention Strategies — Schedule C compensation
- Blackrock — Schedule C compensation
- Congress Asset Management Company — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Zazzali Fagella — Schedule C compensation
- The Segal Company — Schedule C compensation
- Tobia & Lovelace, Esqs., LLC — Schedule C compensation
- Summit Actuarial Services — Schedule C compensation
- Mpc Capital Advisors, LLC — Schedule C compensation
- Wilmington Trust, National Assoc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation