Local Union No 102 Joint Apprenticeship Training Committee — Form 5500 plan (Board Of Trustees Local Union 102 Jt Apprenticeship Training Cmte)
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, Local Union No 102 Joint Apprenticeship Training Committee is a benefit plan reported by Board Of Trustees Local Union 102 Jt Apprenticeship Training Cmte under EIN 22-2520875 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,094 participants and $7,079,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local Union 102 Jt Apprenticeship Training Cmte
- EIN
- 22-2520875
- Plan number
- 502
- Plan type
- 1
- Location
- Parsippany, NJ
- Latest filing year
- 2023
- Participants
- 1,094
- End-of-year plan assets
- $7,079,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,094 | H, C | 20241014100203NAL0013097443003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,079,975
- Total liabilities (EOY)
- $1,459,973
- Net assets (EOY)
- $5,620,002
- Net assets (BOY)
- $5,474,905
Income & contributions
- Employer contributions
- $2,875,752
- Total contributions
- $2,875,752
- Total income / additions
- $3,342,123
Expenses & distributions
- Benefits paid
- $2,841,847
- Administrative expenses
- $355,179
- Total expenses
- $3,197,026
- Net increase / (decrease)
- $145,097
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $41,280 | not reported in the loaded dataset | 2023 |
| Gerson & Assoc, Cpas & Advisors Pc | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Lindabury,Mccormick,Estabrook,Et Al | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Oransky Scarraggi & Borg Pc | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Timothy R Hott Pc | NONE | $6,712 | not reported in the loaded dataset | 2023 |
| Shaughnessy Giella, Cpa, Pc | NONE | $3,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local Union 102 Jt Apprenticeship Training Cmte
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Parsippany, NJ
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Gerson & Assoc, Cpas & Advisors Pc — Schedule C compensation
- Lindabury,Mccormick,Estabrook,Et Al — Schedule C compensation
- Oransky Scarraggi & Borg Pc — Schedule C compensation
- Timothy R Hott Pc — Schedule C compensation
- Shaughnessy Giella, Cpa, Pc — Schedule C compensation