Ibew Local Union 269 Welfare And Supplemental Fund — Form 5500 plan (I.B.E.W 269 Supplemental Fund Supplemental 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 Union 269 Welfare And Supplemental Fund is a benefit plan reported by I.B.E.W 269 Supplemental Fund Supplemental Fund under EIN 22-3611027 and plan number 501. The latest loaded filing year is 2023. The filing reports 794 participants and $10,899,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.B.E.W 269 Supplemental Fund Supplemental Fund
- EIN
- 22-3611027
- Plan number
- 501
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 794
- End-of-year plan assets
- $10,899,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 794 | H, C | 20241010161022NAL0041485042002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,899,369
- Total liabilities (EOY)
- $618,711
- Net assets (EOY)
- $10,280,658
- Net assets (BOY)
- $8,621,294
Income & contributions
- Employer contributions
- $3,089,155
- Total contributions
- $3,089,155
- Total income / additions
- $3,784,377
Expenses & distributions
- Benefits paid
- $1,966,990
- Administrative expenses
- $158,023
- Total expenses
- $2,125,013
- Net increase / (decrease)
- $1,659,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.E. Shaffer | NONE | $84,575 | not reported in the loaded dataset | 2023 |
| Mspc Cpa'S And Advisors | NONE | $31,126 | not reported in the loaded dataset | 2023 |
| Pfm Asset Management LLC | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| Pfm Advisors | NONE | $5,096 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.B.E.W 269 Supplemental Fund Supplemental Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- I.E. Shaffer — Schedule C compensation
- Mspc Cpa'S And Advisors — Schedule C compensation
- Pfm Asset Management LLC — Schedule C compensation
- Pfm Advisors — Schedule C compensation