2023 Form 5500 filing — Ibew 125 - Pge Health And Welfare Trust
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 20241015161514NAL0016853395003) for Ibew 125 - Pge Health And Welfare Trust, reported by Ibew 125 - Pge Health And Welfare Trust Board Of Trustees under EIN 93-1204757 and plan number 508. It reports 992 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161514NAL0016853395003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ibew 125 - Pge Health And Welfare Trust Board Of Trustees
- EIN
- 93-1204757
- Plan number
- 508
- Location
- Tukwila, WA
- Participants
- 992
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,427,963
- Total liabilities (EOY)
- $2,186,343
- Net assets (EOY)
- $13,241,620
- Employer contributions
- $14,670,125
- Participant contributions
- $2,428,454
- Total income / additions
- $18,368,883
- Benefits paid
- $15,029,560
- Administrative expenses
- $980,086
- Total expenses
- $16,009,646
- Net increase / (decrease)
- $2,359,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regence Bluecross Blueshield Of Or | CLAIMS PROCESSOR | $368,423 | $0 |
| Segal Consulting | CONSULTANT | $144,900 | not reported in the loaded dataset |
| Benesys | THIRD PARTY ADMINISTRATOR | $142,104 | not reported in the loaded dataset |
| Moda | CLAIMS PROCESSOR | $70,377 | not reported in the loaded dataset |
| Joseph L. Reinhart, Pc | LEGAL COUNSEL | $51,660 | not reported in the loaded dataset |
| Quest Investment Management Inc. | INVESTMENT MANAGER | $27,417 | $0 |
| Vision Service Plan | CLAIMS PROCESSOR | $13,884 | not reported in the loaded dataset |
| Bjorklund & Montplaisir | AUDITOR | $12,000 | not reported in the loaded dataset |
| Us Bank Na | INVESTMENT CUSTODIAN | $8,667 | not reported in the loaded dataset |
| Milliman Usa | ACTUARY | $0 | not reported in the loaded dataset |