2023 Form 5500 filing — Ibt Local 145 Health Services And Insurance 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 20250227103049NAL0001189107001) for Ibt Local 145 Health Services And Insurance Fund, reported by Ibt Local 145 Health Services Insurance Plan under EIN 06-0711441 and plan number 501. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227103049NAL0001189107001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibt Local 145 Health Services Insurance Plan
- EIN
- 06-0711441
- Plan number
- 501
- Location
- Stratford, CT
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,148,913
- Total liabilities (EOY)
- $629,316
- Net assets (EOY)
- $15,519,597
- Employer contributions
- $5,529,900
- Participant contributions
- $5,096
- Total income / additions
- $7,038,571
- Benefits paid
- $4,633,002
- Administrative expenses
- $1,153,982
- Total expenses
- $5,786,984
- Net increase / (decrease)
- $1,251,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Renee Bossone | EMPLOYEE | $91,107 | not reported in the loaded dataset |
| Aetna Life Insurance Co | NONE | $62,758 | not reported in the loaded dataset |
| Willis Of Massachusetts | NONE | $62,000 | $0 |
| Innovative Software Solutions | NONE | $56,152 | not reported in the loaded dataset |
| Webster Financial Advisors | NONE | $47,392 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $31,269 | not reported in the loaded dataset |
| Massucci & Associates | NONE | $19,925 | not reported in the loaded dataset |
| Ermer Law Group Pllc | NONE | $6,270 | not reported in the loaded dataset |