2023 Form 5500 filing — Ibew Local Union No. 99 Health And 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 20241010130506NAL0010007251001) for Ibew Local Union No. 99 Health And Welfare Fund, reported by Board Of Trustees, Ibew Local Union No. 99 Health And Welfare Fund under EIN 05-0264126 and plan number 501. It reports 765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130506NAL0010007251001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local Union No. 99 Health And Welfare Fund
- EIN
- 05-0264126
- Plan number
- 501
- Location
- Cranston, RI
- Participants
- 765
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,779,994
- Total liabilities (EOY)
- $292,513
- Net assets (EOY)
- $20,487,481
- Employer contributions
- $13,325,865
- Participant contributions
- $82,884
- Total income / additions
- $14,808,546
- Benefits paid
- $12,373,652
- Administrative expenses
- $450,315
- Total expenses
- $12,823,967
- Net increase / (decrease)
- $1,984,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibew Local Number 99 | ADMINISTRATION FEES | $159,214 | $0 |
| Ward, Fisher And Company Llp | ACCOUNTING FEES | $91,150 | $0 |
| Boston Investment And Trust | INVESTMENT FEES | $64,875 | $0 |
| Gallagher Benefit Services, Inc. | CONSULTING FEES | $42,500 | $0 |
| Segal Company | ACTUARIAL FEES | $25,000 | $0 |
| Rodio And Ursillo Ltd. | LEGAL FEES | $22,480 | $0 |