Ibew Local 269 Welfare Plan — Form 5500 plan (Ibew Local 269 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 269 Welfare Plan is a benefit plan reported by Ibew Local 269 Welfare Fund under EIN 22-3693537 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,137 participants and $40,597,999 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 269 Welfare Fund
- EIN
- 22-3693537
- Plan number
- 501
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,137
- End-of-year plan assets
- $40,597,999
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,137 | H, C | 20241011103409NAL0021678801002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,597,999
- Total liabilities (EOY)
- $2,870,479
- Net assets (EOY)
- $37,727,520
- Net assets (BOY)
- $32,358,054
Income & contributions
- Employer contributions
- $22,880,857
- Participant contributions
- $2,013,134
- Total contributions
- $24,893,991
- Total income / additions
- $31,669,202
Expenses & distributions
- Benefits paid
- $25,760,699
- Administrative expenses
- $539,037
- Total expenses
- $26,299,736
- Net increase / (decrease)
- $5,369,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Labor First LLC | NONE | $958,123 | not reported in the loaded dataset | 2023 |
| I.E. Shaffer & Co. | NONE | $395,974 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Co | NONE | $363,302 | not reported in the loaded dataset | 2023 |
| Capital Rx, Inc. | NONE | $197,861 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Nj | NONE | $58,747 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $50,649 | not reported in the loaded dataset | 2023 |
| Pellettieri, Rabstein & Altman | NONE | $33,442 | not reported in the loaded dataset | 2023 |
| Princeton Healthcare System Eap | NONE | $32,509 | not reported in the loaded dataset | 2023 |
| Vanguard Institutional Investor Ser | NONE | $17,359 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $11,106 | not reported in the loaded dataset | 2023 |
| Pfm Asset Management, LLC | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 269 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- Labor First LLC — Schedule C compensation
- I.E. Shaffer & Co. — Schedule C compensation
- Aetna Life Insurance Co — Schedule C compensation
- Capital Rx, Inc. — Schedule C compensation
- Delta Dental Of Nj — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Pellettieri, Rabstein & Altman — Schedule C compensation
- Princeton Healthcare System Eap — Schedule C compensation
- Vanguard Institutional Investor Ser — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Pfm Asset Management, LLC — Schedule C compensation
- The Mckeogh Company — Schedule C compensation