2023 Form 5500 filing — Ibew 292 Health Care Plan
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 20250214133601NAL0013772483001) for Ibew 292 Health Care Plan, reported by Trustees Of Ibew 292 Health Care Plan under EIN 41-1384754 and plan number 501. It reports 4,551 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214133601NAL0013772483001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew 292 Health Care Plan
- EIN
- 41-1384754
- Plan number
- 501
- Location
- Brooklyn Park, MN
- Participants
- 4,551
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,546,784
- Total liabilities (EOY)
- $8,298,959
- Net assets (EOY)
- $192,247,825
- Employer contributions
- $67,350,452
- Participant contributions
- $5,266,612
- Total income / additions
- $84,344,771
- Benefits paid
- $69,588,442
- Administrative expenses
- $2,310,942
- Total expenses
- $71,899,384
- Net increase / (decrease)
- $12,445,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Insurance Company | NONE | $1,432,368 | $8,560 |
| Shumaker, Loop & Kendrick, Llp | NONE | $386,061 | not reported in the loaded dataset |
| Team LLC | NONE | $223,162 | not reported in the loaded dataset |
| Ddmn Aso, LLC | NONE | $211,044 | not reported in the loaded dataset |
| Carla Gruetzmacher | EMPLOYEE | $209,955 | not reported in the loaded dataset |
| Ann Kellen | EMPLOYEE | $179,032 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $140,476 | not reported in the loaded dataset |
| Megan Espedal | EMPLOYEE | $119,301 | not reported in the loaded dataset |
| Arbor Ridge LLC | NONE | $118,443 | not reported in the loaded dataset |
| Sharon Haferkorn | EMPLOYEE | $110,185 | not reported in the loaded dataset |
| Wendee Lock | EMPLOYEE | $109,095 | not reported in the loaded dataset |
| Galliard Capital Management, LLC | NONE | $107,605 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $102,800 | not reported in the loaded dataset |
| Molly Kniefel | EMPLOYEE | $102,530 | not reported in the loaded dataset |
| Jael Lang | EMPLOYEE | $88,775 | not reported in the loaded dataset |
| Tierra Cromwell | EMPLOYEE | $85,053 | not reported in the loaded dataset |
| Dorene Martineau | EMPLOYEE | $84,294 | not reported in the loaded dataset |
| Stephanie Colburn | EMPLOYEE | $84,265 | not reported in the loaded dataset |
| Sav-Rx Prescription Services | NONE | $83,814 | not reported in the loaded dataset |
| Ashley Jefferson | EMPLOYEE | $70,290 | not reported in the loaded dataset |
| Kimberly Odenbrett | EMPLOYEE | $63,842 | not reported in the loaded dataset |
| Union Bank & Trust Company | NONE | $61,841 | $0 |
| Vision Service Plan | NONE | $61,776 | not reported in the loaded dataset |
| Kutak Rock Llp | NONE | $51,316 | not reported in the loaded dataset |
| Nology Networks | NONE | $43,709 | not reported in the loaded dataset |
| Asmed Health, LLC | NONE | $35,976 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $34,193 | not reported in the loaded dataset |
| Health Care Service Advisors | NONE | $32,814 | not reported in the loaded dataset |
| Level 3 Communications | NONE | $25,301 | not reported in the loaded dataset |
| Corvel Healthcare Corporation | NONE | $20,799 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $19,797 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset |
| System Designs | NONE | $14,714 | not reported in the loaded dataset |
| Us Bank Finance | NONE | $14,026 | not reported in the loaded dataset |