2023 Form 5500 filing — Ibew Local 1249 Insurance 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 20241003135717NAL0009929121001) for Ibew Local 1249 Insurance Fund, reported by Ibew Local 1249 Insurance Fund under EIN 15-6025162 and plan number 501. It reports 3,372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003135717NAL0009929121001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 1249 Insurance Fund
- EIN
- 15-6025162
- Plan number
- 501
- Location
- Cicero, NY
- Participants
- 3,372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,107,279
- Total liabilities (EOY)
- $6,148,049
- Net assets (EOY)
- $118,959,230
- Employer contributions
- $60,785,090
- Participant contributions
- $747,371
- Total income / additions
- $73,510,490
- Benefits paid
- $57,598,022
- Administrative expenses
- $1,194,952
- Total expenses
- $58,792,974
- Net increase / (decrease)
- $14,717,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr Inc. | NONE | $1,720,049 | $35,611 |
| Us Rx Care | NONE | $225,606 | not reported in the loaded dataset |
| Keenan & Associates | NONE | $202,261 | not reported in the loaded dataset |
| Delta Dental | NONE | $196,764 | not reported in the loaded dataset |
| Teladoc, Inc | NONE | $132,720 | not reported in the loaded dataset |
| Pro-Flex Administrators LLC | NONE | $128,879 | not reported in the loaded dataset |
| Env Insurance Agency Inc | NONE | $78,644 | not reported in the loaded dataset |
| Blitman And King | NONE | $56,998 | not reported in the loaded dataset |
| Bonadio & Co, Llp | NONE | $38,300 | not reported in the loaded dataset |
| Davis Vision | NONE | $28,305 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $27,530 | $0 |
| O'Sullivan Associates | NONE | $21,840 | not reported in the loaded dataset |
| Aristotle Capital Management | NONE | $15,696 | not reported in the loaded dataset |
| Express Scripts | NONE | $15,364 | not reported in the loaded dataset |
| Waycross Partners LLC | NONE | $5,731 | not reported in the loaded dataset |