2023 Form 5500 filing — Electrical Workers Benefit Plan
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 20241014134754NAL0044743856001) for Electrical Workers Benefit Plan, reported by Board Of Trustees Of Electrical Workers Benefit Trust Fund under EIN 35-0851694 and plan number 501. It reports 2,705 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134754NAL0044743856001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Electrical Workers Benefit Trust Fund
- EIN
- 35-0851694
- Plan number
- 501
- Location
- Indianapolis, IN
- Participants
- 2,705
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,230,122
- Total liabilities (EOY)
- $4,870,042
- Net assets (EOY)
- $182,360,080
- Employer contributions
- $44,762,481
- Participant contributions
- $2,788,449
- Total income / additions
- $67,076,218
- Benefits paid
- $37,691,116
- Administrative expenses
- $1,474,892
- Total expenses
- $39,166,008
- Net increase / (decrease)
- $27,910,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $1,171,359 | not reported in the loaded dataset |
| Hello Heart | NONE | $209,328 | $0 |
| Laura Duke | EMPLOYEE | $122,752 | not reported in the loaded dataset |
| Tonya Benz | EMPLOYEE | $115,665 | not reported in the loaded dataset |
| Delta Dental Plan Of Indiana | NONE | $110,958 | not reported in the loaded dataset |
| Pnc Bank | NONE | $99,082 | $0 |
| United Actuarial Services | NONE | $82,709 | not reported in the loaded dataset |
| Bridgeway Benefit Technologes, LLC | NONE | $77,215 | not reported in the loaded dataset |
| Kara Funk | EMPLOYEE | $71,696 | not reported in the loaded dataset |
| Conifer | NONE | $70,738 | $0 |
| Whitney King | EMPLOYEE | $68,038 | not reported in the loaded dataset |
| David Ray | ADMINISTRATOR | $67,200 | not reported in the loaded dataset |
| Amy Scheible | EMPLOYEE | $67,123 | not reported in the loaded dataset |
| Ledbetter Partners LLC | NONE | $67,113 | not reported in the loaded dataset |
| Lisa Smith | EMPLOYEE | $61,170 | not reported in the loaded dataset |
| Deroy & Devereaux | NONE | $47,302 | $0 |
| Sierra | NONE | $42,072 | $0 |
| Sword Health | NONE | $41,123 | $0 |
| Savrx | NONE | $40,529 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $39,162 | not reported in the loaded dataset |
| Andco Consulting LLC | NONE | $34,000 | not reported in the loaded dataset |
| Farr Miller & Washington | NONE | $33,958 | $0 |
| Quest Investment Management | NONE | $11,481 | $0 |
| M2 Performance Strategies | NONE | $7,716 | not reported in the loaded dataset |