Ibew Local 607 Health And Welfare Fund — Form 5500 plan (Ibew Local 607 Health And 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 607 Health And Welfare Fund is a benefit plan reported by Ibew Local 607 Health And Welfare Fund under EIN 24-6021385 and plan number 501. The latest loaded filing year is 2023. The filing reports 202 participants and $1,522,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 607 Health And Welfare Fund
- EIN
- 24-6021385
- Plan number
- 501
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $1,522,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20250307152740NAL0012016657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,522,896
- Total liabilities (EOY)
- $82,386
- Net assets (EOY)
- $1,440,510
- Net assets (BOY)
- $1,026,328
Income & contributions
- Employer contributions
- $4,080,477
- Participant contributions
- $195,414
- Total contributions
- $4,275,891
- Total income / additions
- $4,286,219
Expenses & distributions
- Benefits paid
- $3,736,742
- Administrative expenses
- $135,295
- Total expenses
- $3,872,037
- Net increase / (decrease)
- $414,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fabian & Byrn LLC | NONE | $47,638 | not reported in the loaded dataset | 2023 |
| Segal Co. | NONE | $44,500 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott Llp | NONE | $13,068 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, Pc | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Kang Haggerty | NONE | $8,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 607 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Fabian & Byrn LLC — Schedule C compensation
- Segal Co. — Schedule C compensation
- Meyer Unkovic & Scott Llp — Schedule C compensation
- Fischer Dorwart, Pc — Schedule C compensation
- Kang Haggerty — Schedule C compensation