2023 Form 5500 filing — Local 57 I.U.O.E. Health & Welfare 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 20240923101202NAL0020179104002) for Local 57 I.U.O.E. Health & Welfare Fund, reported by I.U.O.E. Local 57 Health And under EIN 05-0269242 and plan number 501. It reports 777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923101202NAL0020179104002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.U.O.E. Local 57 Health And
- EIN
- 05-0269242
- Plan number
- 501
- Location
- Johnston, RI
- Participants
- 777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,702,181
- Total liabilities (EOY)
- $318,200
- Net assets (EOY)
- $25,383,981
- Employer contributions
- $15,974,805
- Participant contributions
- $96,061
- Total income / additions
- $17,968,778
- Benefits paid
- $15,481,425
- Administrative expenses
- $336,340
- Total expenses
- $15,817,765
- Net increase / (decrease)
- $2,151,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $64,159 | not reported in the loaded dataset |
| Ward Fisher & Co Llp | NONE | $52,954 | not reported in the loaded dataset |
| Kiernan, Plunkett & Redihan | NONE | $12,500 | not reported in the loaded dataset |
| Segal Rogerscasey | NONE | $10,000 | not reported in the loaded dataset |