2023 Form 5500 filing — Local Union No. 704 I.B.E.W. Health & 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 20241202093710NAL0002140000001) for Local Union No. 704 I.B.E.W. Health & Welfare Fund, reported by Board Of Trustees Local Union No. 704 under EIN 23-7181744 and plan number 501. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241202093710NAL0002140000001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local Union No. 704
- EIN
- 23-7181744
- Plan number
- 501
- Location
- Moline, IL
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,759,086
- Total liabilities (EOY)
- $3,939,408
- Net assets (EOY)
- $2,819,678
- Employer contributions
- $2,370,862
- Participant contributions
- $222,453
- Total income / additions
- $2,782,165
- Benefits paid
- $2,504,854
- Administrative expenses
- $104,026
- Total expenses
- $2,608,880
- Net increase / (decrease)
- $173,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Preferred Health Choices, LLC | NONE | $68,119 | not reported in the loaded dataset |
| Kunkel & Associates, Inc. | NONE | $25,369 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $18,500 | not reported in the loaded dataset |
| Rj Lee And Associates | NONE | $18,125 | not reported in the loaded dataset |
| Schuchat, Cook, & Werner | NONE | $15,365 | not reported in the loaded dataset |
| Teledoc Health, Inc | NONE | $8,248 | not reported in the loaded dataset |
| Investment Consultant Group, Inc | NONE | $5,500 | not reported in the loaded dataset |