2023 Form 5500 filing — Local Union Ibew 212 Health And Welfare
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 20250204083008NAL0003818947001) for Local Union Ibew 212 Health And Welfare, reported by Local 212, Ibew Health & Welfare Trust Fund under EIN 31-0782819 and plan number 502. It reports 1,533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204083008NAL0003818947001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 212, Ibew Health & Welfare Trust Fund
- EIN
- 31-0782819
- Plan number
- 502
- Location
- Indianapolis, IN
- Participants
- 1,533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,192,488
- Total liabilities (EOY)
- $9,572,008
- Net assets (EOY)
- $26,620,480
- Employer contributions
- $17,301,980
- Participant contributions
- $2,180,597
- Total income / additions
- $22,796,836
- Benefits paid
- $19,390,206
- Administrative expenses
- $1,919,090
- Total expenses
- $21,309,296
- Net increase / (decrease)
- $1,487,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everside Healthcare | NONE | $909,691 | not reported in the loaded dataset |
| Anthem Blue Cross And Blue Shield | NONE | $573,697 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $372,042 | not reported in the loaded dataset |
| Mcgohan Braebender Agency,Inc | NONE | $83,287 | $64,090 |
| Ledbetter Parisi LLC | NONE | $62,585 | not reported in the loaded dataset |
| National Investment Services | NONE | $53,562 | not reported in the loaded dataset |
| Included Health, Inc. | NONE | $41,874 | not reported in the loaded dataset |
| Kelley Galloway Smith Goolsby, Psc | NONE | $40,468 | not reported in the loaded dataset |
| Cuni Rust And Strenk | NONE | $37,297 | not reported in the loaded dataset |
| Labcorp | NONE | $32,212 | not reported in the loaded dataset |
| Bethesda Health Care | NONE | $31,043 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $20,000 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $17,687 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE | $10,259 | $0 |
| Sav-Rx | NONE | $845 | not reported in the loaded dataset |