2023 Form 5500 filing — Ibew Local No 129 Health And 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 20250218130008NAL0007738818001) for Ibew Local No 129 Health And Welfare Fund, reported by Bd Of Trustees Ibew Local No 129 Health And Welfare Fund under EIN 34-6608616 and plan number 501. It reports 471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218130008NAL0007738818001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Ibew Local No 129 Health And Welfare Fund
- EIN
- 34-6608616
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,098,577
- Total liabilities (EOY)
- $1,727,585
- Net assets (EOY)
- $3,370,992
- Employer contributions
- $4,995,683
- Participant contributions
- $695,675
- Total income / additions
- $5,860,428
- Benefits paid
- $5,142,706
- Administrative expenses
- $673,350
- Total expenses
- $5,816,056
- Net increase / (decrease)
- $44,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem | NONE | $273,202 | not reported in the loaded dataset |
| Solxsys Administrative Solutions | NONE | $128,866 | not reported in the loaded dataset |
| Ibew Local No 129 Fringe Benfits | BENEFIT ADMINISTRATION | $106,641 | not reported in the loaded dataset |
| The Segal Company | NONE | $57,500 | not reported in the loaded dataset |
| Allotta Farley Co Lpa | NONE | $51,805 | not reported in the loaded dataset |
| Dgperry | NONE | $12,000 | not reported in the loaded dataset |
| Ancora | NONE | $6,286 | not reported in the loaded dataset |
| Key Bank | NONE | $5,000 | not reported in the loaded dataset |