2023 Form 5500 filing — Itpeu 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 20250206101506NAL0011855969003) for Itpeu Health & Welfare Fund, reported by Itpeu Health & Welfare Fund under EIN 58-1236802 and plan number 501. It reports 7,367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250206101506NAL0011855969003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Itpeu Health & Welfare Fund
- EIN
- 58-1236802
- Plan number
- 501
- Location
- Savannah, GA
- Participants
- 7,367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,492,331
- Total liabilities (EOY)
- $16,644,686
- Net assets (EOY)
- $69,847,645
- Employer contributions
- $63,073,991
- Participant contributions
- $55,887
- Total income / additions
- $68,273,842
- Benefits paid
- $55,799,815
- Administrative expenses
- $5,499,807
- Total expenses
- $61,299,622
- Net increase / (decrease)
- $6,974,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Healthcare | NONE | $3,503,121 | not reported in the loaded dataset |
| Bridgeway | NONE | $343,741 | not reported in the loaded dataset |
| Caremark | NONE | $140,698 | not reported in the loaded dataset |
| Howard, Moore, & Mcduffie, P.C. | NONE | $126,429 | not reported in the loaded dataset |
| Kathy Heery | ADMINISTRATOR, EMPLOYEE | $117,572 | not reported in the loaded dataset |
| Lana Hickox | ASST ADMINISTRATOR | $92,579 | not reported in the loaded dataset |
| Casco Consultants | NONE | $90,000 | not reported in the loaded dataset |
| Janice Ambrose | ACCOUNTANT, EMPLOYEE | $84,296 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $70,163 | $9,429 |
| Sherry Durden | EMPLOYEE | $58,875 | not reported in the loaded dataset |
| Michelle Leopold | EMPLOYEE | $58,237 | not reported in the loaded dataset |
| Lindsey Bancroft | EMPLOYEE | $57,705 | not reported in the loaded dataset |
| Christopher Heery | EMPLOYEE | $54,957 | not reported in the loaded dataset |
| Infinity | NONE | $54,924 | not reported in the loaded dataset |
| Linda Zittrauer | EMPLOYEE | $54,198 | not reported in the loaded dataset |
| Stephanie Saba | EMPLOYEE | $54,179 | not reported in the loaded dataset |
| Seix Investment Advisors | NONE | $52,346 | not reported in the loaded dataset |
| Spear Wilderman, Pc | NONE | $50,661 | not reported in the loaded dataset |
| Patricia Lee | EMPLOYEE | $50,158 | not reported in the loaded dataset |
| Perla A Hernandez | EMPLOYEE | $48,717 | not reported in the loaded dataset |
| Quan Vest Consulting | NONE | $27,000 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | NONE | $26,641 | $0 |
| Weaver & Tidwell, Llp | NONE | $16,638 | not reported in the loaded dataset |
| Fair Health Inc | NONE | $15,919 | not reported in the loaded dataset |
| Truist Bank | NONE | $15,858 | not reported in the loaded dataset |
| Buchbinder, Tunick & Co, Llp | NONE | $8,659 | not reported in the loaded dataset |
| The Hartford | NONE | $8,083 | not reported in the loaded dataset |
| Clearwave Fiber | NONE | $6,615 | not reported in the loaded dataset |
| Comerica Bank | NONE | $519 | $5,735 |
| Sherrill & Company | NONE | $5,634 | not reported in the loaded dataset |