2023 Form 5500 filing — Toledo Electrical 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 20241009100928NAL0009095987002) for Toledo Electrical Welfare Fund, reported by Board Of Trustees Toledo Electrical Welfare Fund under EIN 34-4441661 and plan number 501. It reports 2,491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100928NAL0009095987002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Toledo Electrical Welfare Fund
- EIN
- 34-4441661
- Plan number
- 501
- Location
- Rossford, OH
- Participants
- 2,491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,088,652
- Total liabilities (EOY)
- $5,208,722
- Net assets (EOY)
- $89,879,930
- Employer contributions
- $45,513,848
- Participant contributions
- $2,220,131
- Total income / additions
- $53,303,114
- Benefits paid
- $42,668,831
- Administrative expenses
- $1,490,377
- Total expenses
- $44,159,208
- Net increase / (decrease)
- $9,143,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwo Electrical Administrators Inc | RECORD KEEPER AND ADMIN | $1,190,938 | not reported in the loaded dataset |
| Express Scripts | PRESCRIPTION SERVICES | $690,951 | not reported in the loaded dataset |
| American Health Holding | CASE MANAGEMENT SERVICES | $357,867 | not reported in the loaded dataset |
| Included Health Inc | BENEFIT CONSULTING | $314,080 | not reported in the loaded dataset |
| Frontpath Health Coalition | BENEFIT REPRICING | $168,621 | not reported in the loaded dataset |
| Foster And Foster, Inc | BENEFIT CONSULTING | $133,085 | not reported in the loaded dataset |
| Asmed Healthcare | BENEFIT REPRICING | $106,339 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc | IT CONSULTANTS | $96,103 | not reported in the loaded dataset |
| Delta Dental Of Ohio | BENEFIT ADMINISTRATOR | $82,458 | not reported in the loaded dataset |
| Renalogic | DIALYSIS REPRICING SERV | $81,866 | not reported in the loaded dataset |
| Mspc Cpas & Advisors, P.C. | AUDITOR | $52,420 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | ATTORNEY | $31,681 | not reported in the loaded dataset |
| Prism Healthcare Resources Inc | BENEFIT CONSULTING | $30,000 | not reported in the loaded dataset |
| Fifth Third Bank | INVESTMENT CUSTODIAN | $28,152 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $19,761 | not reported in the loaded dataset |
| Armsrxllc | PHARMACY CONSULTING | $16,677 | not reported in the loaded dataset |
| Eye Med | VISION SERVICES | $16,281 | not reported in the loaded dataset |
| Change Healthcare | POSATGE AND MAILING SERV | $15,010 | not reported in the loaded dataset |