2023 Form 5500 filing — Iuoe Local 4 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 20241013092004NAL0013962771001) for Iuoe Local 4 Health And Welfare Fund, reported by Board Of Trustees Iuoe Local 4 Health And Welfare Fund under EIN 04-6040880 and plan number 501. It reports 3,545 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013092004NAL0013962771001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iuoe Local 4 Health And Welfare Fund
- EIN
- 04-6040880
- Plan number
- 501
- Location
- Medway, MA
- Participants
- 3,545
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,189,231
- Total liabilities (EOY)
- $7,168,025
- Net assets (EOY)
- $130,021,206
- Employer contributions
- $80,875,849
- Participant contributions
- $731,455
- Total income / additions
- $92,270,257
- Benefits paid
- $73,825,500
- Administrative expenses
- $2,083,067
- Total expenses
- $75,908,567
- Net increase / (decrease)
- $16,361,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Mass | NONE | $1,966,772 | not reported in the loaded dataset |
| Willis Towers Watson, Northeast Inc | NONE | $175,000 | not reported in the loaded dataset |
| Prudent Rx | NONE | $136,878 | not reported in the loaded dataset |
| Modern Assistance Programs, Inc. | NONE | $135,375 | not reported in the loaded dataset |
| Vitech Systems Sub, LLC | NONE | $124,949 | not reported in the loaded dataset |
| Cvs Pharmacy, Inc | NONE | $118,332 | not reported in the loaded dataset |
| Livongo | NONE | $114,540 | not reported in the loaded dataset |
| Gregory A Geiman | EMPLOYEE | $103,868 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $92,810 | $0 |
| Law Office Of Kathryn S. Shea | LEGAL | $83,391 | not reported in the loaded dataset |
| Lyra Health | NONE | $73,159 | not reported in the loaded dataset |
| Rebecca Zaccardi | EMPLOYEE | $65,747 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $57,240 | not reported in the loaded dataset |
| Donald R Christy | EMPLOYEE | $53,649 | not reported in the loaded dataset |
| Laura Jean Hickey | EMPLOYEE | $51,660 | not reported in the loaded dataset |
| Vsg Hosting Sub, LLC | NONE | $49,254 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $47,037 | not reported in the loaded dataset |
| James M Burns | EMPLOYEE | $45,254 | not reported in the loaded dataset |
| Wendy Batchelder | EMPLOYEE | $39,567 | not reported in the loaded dataset |
| Healthlinx LLC | NONE | $39,000 | not reported in the loaded dataset |
| Derek Oetinger | EMPLOYEE | $37,645 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services, | NONE | $34,500 | not reported in the loaded dataset |
| Iron Mountain | NONE | $31,141 | not reported in the loaded dataset |
| 617 Media Group | NONE | $30,683 | not reported in the loaded dataset |
| Karen L Larsen | EMPLOYEE | $30,464 | not reported in the loaded dataset |
| Eyemed | NONE | $17,347 | not reported in the loaded dataset |
| Kroll Associates | NONE | $17,154 | not reported in the loaded dataset |
| Cts Services Inc. | NONE | $15,226 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $13,750 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $13,268 | $0 |
| Segal Select Insurance Services Inc | NONE | $0 | $10,086 |
| Mcmc Services, LLC | NONE | $9,270 | not reported in the loaded dataset |
| Ascendo Resources LLC | NONE | $6,571 | not reported in the loaded dataset |
| Baker & Hostetler Llp | NONE | $5,205 | not reported in the loaded dataset |