2023 Form 5500 filing — Electrical Workers Local 252 Health & Welfare Pl

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 20241223151505NAL0019444594001) for Electrical Workers Local 252 Health & Welfare Pl, reported by Jt Board Trustees Ibew Local 252 Health And Welfare Trust Fund under EIN 38-6141764 and plan number 501. It reports 965 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241223151505NAL0019444594001
Filing year
2023
Form type
1
Plan sponsor
Jt Board Trustees Ibew Local 252 Health And Welfare Trust Fund
EIN
38-6141764
Plan number
501
Location
Ann Arbor, MI
Participants
965
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,935,261
Total liabilities (EOY)
$604,498
Net assets (EOY)
$8,330,763
Employer contributions
$16,673,062
Participant contributions
$1,189,665
Total income / additions
$18,612,088
Benefits paid
$16,782,862
Administrative expenses
$1,561,443
Total expenses
$18,344,305
Net increase / (decrease)
$267,783
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Blue Cross Blue Shield Of MichiganNONE$860,304not reported in the loaded dataset
Ann Arbor Benefit AdministratorsNONE$349,589not reported in the loaded dataset
Law Office Of Thomas D. Luczak PllcNONE$222,594$5,381
Rbc Wealth ManagementNONE$45,000not reported in the loaded dataset
Scott SettleNONE$33,328not reported in the loaded dataset
Bank Of Ann ArborNONE$27,902not reported in the loaded dataset
The Segal CompanyNONE$26,981not reported in the loaded dataset
Polk And Associates, P.L.C.NONE$19,520not reported in the loaded dataset
Usi Ins Srvce LLC Stockton ConcordNONE$8,650not reported in the loaded dataset

Related Form 5500 pages