2023 Form 5500 filing — Health & Welfare Fund Ibew Local 96
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 20241022171141NAL0002812849001) for Health & Welfare Fund Ibew Local 96, reported by Board Of Trustees-Health & Welfare Fund Ibew Local 96 under EIN 04-2177839 and plan number 501. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241022171141NAL0002812849001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Health & Welfare Fund Ibew Local 96
- EIN
- 04-2177839
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,593,092
- Total liabilities (EOY)
- $271,245
- Net assets (EOY)
- $10,321,847
- Employer contributions
- $5,177,363
- Participant contributions
- $443,242
- Total income / additions
- $6,484,277
- Benefits paid
- $5,378,078
- Administrative expenses
- $234,215
- Total expenses
- $5,612,293
- Net increase / (decrease)
- $871,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $101,502 | not reported in the loaded dataset |
| Delta Dental Of Ma | NONE | $20,323 | not reported in the loaded dataset |
| Segal Roitman, Llp | NONE | $19,952 | not reported in the loaded dataset |
| Segal Consulting Group | NONE | $19,000 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $18,431 | not reported in the loaded dataset |
| Intercontinental Real Estate | NONE | $10,513 | not reported in the loaded dataset |
| Modern Assistance | NONE | $10,283 | not reported in the loaded dataset |
| The Angell Group | NONE | $7,188 | not reported in the loaded dataset |
| Segal Marco | NONE | $6,600 | not reported in the loaded dataset |