Original filing (PDF)20250805103727NAL0005510946001

LOCAL UNION 863 I.B. OF T. WELFARE FUND

Name: LOCAL UNION 863 I.B. OF T. WELFARE FUND — LOCAL UNION 863 I.B. OF T. WELFARE FUND ANNUITY PLAN, Form 5500 (2024)
Creator: LOCAL UNION 863 I.B. OF T. WELFARE FUND

Form 5500-SF

FILING_RECEIVED

LOCAL UNION 863 I.B. OF T. WELFARE FUND ANNUITY PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCAL UNION 863 I.B. OF T. WELFARE FUND.

Plan sponsor

Name

LOCAL UNION 863 I.B. OF T. WELFARE FUND

EIN

22-1478216

Address

209 SUMMIT ROAD · MOUNTAINSIDE, NJ · 070922304

Phone

(908) 654-6990

Industry

Other Services (ex. Public Admin)see all

Plan administrator