2023 Form 5500 filing — Ibew Eastern States Health & Benefits Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710140200NAL0016955873002) for Ibew Eastern States Health & Benefits Fund, reported by Board Of Trustees Of Ibew under EIN 14-6030541 and plan number 501. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710140200NAL0016955873002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of Ibew
- EIN
- 14-6030541
- Plan number
- 501
- Location
- Hudson, NY
- Participants
- 7
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,111,929
- Total liabilities (EOY)
- $81,999
- Net assets (EOY)
- $1,029,930
- Employer contributions
- $87,382
- Participant contributions
- $2,928
- Total income / additions
- $186,272
- Benefits paid
- $123,956
- Total expenses
- $185,575
- Net increase / (decrease)
- $697
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Uhy Advisors, Inc. | NONE | $21,000 | not reported in the loaded dataset |
| Bpas Actuarial & Pension Services | NONE | $13,000 | $4,445 |
| Holm & Ohara Llp | NONE | $17,000 | not reported in the loaded dataset |
| Gould, Kobrick, & Schlapp | NONE | $6,000 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $2,127 | not reported in the loaded dataset |