2023 Form 5500 filing — I.B.E.W. Local 1049 Craft Division 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 20241012110202NAL0024413313001) for I.B.E.W. Local 1049 Craft Division Health & Welfare Fund, reported by Board Of Trustees I.B.E.W. Local 1049 under EIN 11-6043757 and plan number 501. It reports 789 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012110202NAL0024413313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.B.E.W. Local 1049
- EIN
- 11-6043757
- Plan number
- 501
- Location
- Holtsville, NY
- Participants
- 789
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,919,620
- Total liabilities (EOY)
- $8,109,788
- Net assets (EOY)
- $103,809,832
- Employer contributions
- $27,637,412
- Participant contributions
- $60,588
- Total income / additions
- $37,339,505
- Benefits paid
- $21,529,396
- Administrative expenses
- $1,976,027
- Total expenses
- $23,505,423
- Net increase / (decrease)
- $13,834,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| International Benefits Administrati | NONE | $725,710 | not reported in the loaded dataset |
| Empire Healthchoice Assurance Inc | NONE | $526,983 | not reported in the loaded dataset |
| Acrisure Dba Union Ben Planners | NONE | not reported in the loaded dataset | $458,680 |
| First Financial Services | NONE | not reported in the loaded dataset | $411,841 |
| Jeannine Devlin | NONE | $171,012 | not reported in the loaded dataset |
| Dawn Lange | NONE | $102,055 | not reported in the loaded dataset |
| Wilma Spatafore-Alvarez | NONE | $73,748 | not reported in the loaded dataset |
| Connectyourcare LLC | NONE | $49,319 | not reported in the loaded dataset |
| Gould, Kobrick, & Schlapp, P.C. | UNION AUDITOR | $49,100 | not reported in the loaded dataset |
| Optumrx | NONE | $36,435 | $9,288 |
| Fact First Actuarial Consulting | NONE | $24,000 | not reported in the loaded dataset |
| Holm & Ohara | UNION ATTORNEY | $20,885 | not reported in the loaded dataset |
| Syntonic Systems Inc. | NONE | $7,800 | not reported in the loaded dataset |