2023 Form 5500 filing — Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70
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 20241015153758NAL0014982851001) for Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70, reported by Health & Welfare Trust Fd Iuoe Local 877 & 70 under EIN 04-2624972 and plan number 501. It reports 777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153758NAL0014982851001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Health & Welfare Trust Fd Iuoe Local 877 & 70
- EIN
- 04-2624972
- Plan number
- 501
- Location
- Quincy, MA
- Participants
- 777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,801,192
- Total liabilities (EOY)
- $3,263,363
- Net assets (EOY)
- $23,537,829
- Employer contributions
- $17,151,812
- Participant contributions
- $2,585,567
- Total income / additions
- $22,373,566
- Benefits paid
- $19,834,034
- Administrative expenses
- $1,798,504
- Total expenses
- $21,632,538
- Net increase / (decrease)
- $741,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $257,827 | not reported in the loaded dataset |
| Health Plans Inc | NONE | $253,592 | not reported in the loaded dataset |
| Patriot Mullare Associates | NONE | $220,280 | not reported in the loaded dataset |
| The Segal Group, Inc | NONE | $61,750 | not reported in the loaded dataset |
| Blue Cross Blue Shield | NONE | $48,397 | not reported in the loaded dataset |
| Hj Knight International | NONE | $48,000 | not reported in the loaded dataset |
| Modern Assistance Programs, Inc | NONE | $46,172 | not reported in the loaded dataset |
| Reid And Reige,Pc | NONE | $34,804 | not reported in the loaded dataset |
| Optumrx, Inc. | NONE | $26,565 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $15,000 | not reported in the loaded dataset |
| Reliance Standard | NONE | $9,713 | not reported in the loaded dataset |