I.B.E.W. Local 456 Health & Welfare Plan — Form 5500 plan (Ibew Local 456 Health & 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, I.B.E.W. Local 456 Health & Welfare Plan is a benefit plan reported by Ibew Local 456 Health & Welfare Fund under EIN 22-2317253 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,269 participants and $74,917,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 456 Health & Welfare Fund
- EIN
- 22-2317253
- Plan number
- 501
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,269
- End-of-year plan assets
- $74,917,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,269 | H, C | 20241012154350NAL0024690785002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,917,423
- Total liabilities (EOY)
- $4,296,588
- Net assets (EOY)
- $70,620,835
- Net assets (BOY)
- $63,222,060
Income & contributions
- Employer contributions
- $21,297,151
- Total contributions
- $21,297,151
- Total income / additions
- $30,443,790
Expenses & distributions
- Benefits paid
- $22,207,333
- Administrative expenses
- $837,682
- Total expenses
- $23,045,015
- Net increase / (decrease)
- $7,398,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.E. Shaffer & Co. | NONE | $505,268 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Co. | NONE | $335,503 | not reported in the loaded dataset | 2023 |
| Envision | NONE | $214,385 | not reported in the loaded dataset | 2023 |
| Vanguard Institution Investor Serv | NONE | $100,294 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | NONE | $67,617 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $44,424 | not reported in the loaded dataset | 2023 |
| Princeton Healthcare Systems | NONE | $35,421 | not reported in the loaded dataset | 2023 |
| Kroll & Heineman | NONE | $34,695 | not reported in the loaded dataset | 2023 |
| New Brunswick Electricians Club | NONE | $17,740 | not reported in the loaded dataset | 2023 |
| Lindabury Mccormick | NONE | $17,334 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $10,706 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services LLC | NONE | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 456 Health & 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
- Aetna Life Insurance Co. — Schedule C compensation
- Envision — Schedule C compensation
- Vanguard Institution Investor Serv — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Princeton Healthcare Systems — Schedule C compensation
- Kroll & Heineman — Schedule C compensation
- New Brunswick Electricians Club — Schedule C compensation
- Lindabury Mccormick — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Summit Actuarial Services LLC — Schedule C compensation