2023 Form 5500 filing — Ibew Local No. 9 And Line Clearance Contractors 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 20250308172423NAL0008302115001) for Ibew Local No. 9 And Line Clearance Contractors Health & Welfare Fund, reported by Trustees Of Ibew Local No. 9 & Line Clearance Contractors H & W Fund under EIN 36-3332983 and plan number 501. It reports 902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250308172423NAL0008302115001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local No. 9 & Line Clearance Contractors H & W Fund
- EIN
- 36-3332983
- Plan number
- 501
- Location
- Lansing, MI
- Participants
- 902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,598,355
- Total liabilities (EOY)
- $736,651
- Net assets (EOY)
- $41,861,704
- Employer contributions
- $12,632,593
- Participant contributions
- $24,329
- Total income / additions
- $15,790,710
- Benefits paid
- $14,021,107
- Administrative expenses
- $291,945
- Total expenses
- $14,313,052
- Net increase / (decrease)
- $1,477,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $524,816 | $0 |
| The Segal Company (Midwest), Inc | NONE | $78,923 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $64,419 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $34,139 | not reported in the loaded dataset |
| Meketa Investment Group, Inc | NONE | $31,000 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $26,400 | not reported in the loaded dataset |
| Employee Resource Systems, Inc | NONE | $20,326 | not reported in the loaded dataset |
| Asher, Gittler & D'Alba, Ltd. | NONE | $19,138 | not reported in the loaded dataset |
| Tic Midwest Admin Solutions | NONE | $16,650 | not reported in the loaded dataset |