2023 Form 5500 filing — Electrical Workers Local 369 Benefit 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 20250310105821NAL0008389987001) for Electrical Workers Local 369 Benefit Fund, reported by Electrical Workers Local 369 Benefit Fund under EIN 61-0605310 and plan number 501. It reports 3,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310105821NAL0008389987001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Electrical Workers Local 369 Benefit Fund
- EIN
- 61-0605310
- Plan number
- 501
- Location
- Louisville, KY
- Participants
- 3,153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,367,145
- Total liabilities (EOY)
- $6,608,161
- Net assets (EOY)
- $105,758,984
- Employer contributions
- $51,409,980
- Participant contributions
- $3,392,821
- Total income / additions
- $60,093,064
- Benefits paid
- $37,120,865
- Administrative expenses
- $1,525,900
- Total expenses
- $38,646,765
- Net increase / (decrease)
- $21,446,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Health Plans Of Kentucky Inc | NONE | $973,656 | not reported in the loaded dataset |
| The Segel Company | NONE | $118,718 | not reported in the loaded dataset |
| Medical Cost Management | NONE | $116,962 | not reported in the loaded dataset |
| Star Raines | EMPLOYEE | $101,477 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $98,274 | not reported in the loaded dataset |
| Michael Cox | EMPLOYEE | $87,100 | not reported in the loaded dataset |
| Lisa Amshoff | EMPLOYEE | $69,277 | not reported in the loaded dataset |
| Lisa Carroll | EMPLOYEE | $64,293 | not reported in the loaded dataset |
| Melanie Wendler | EMPLOYEE | $58,427 | not reported in the loaded dataset |
| Donna Vogt | EMPLOYEE | $55,183 | not reported in the loaded dataset |
| Taylor Thompson | EMPLOYEE | $51,134 | not reported in the loaded dataset |
| Wayne Corporation | NONE | $49,345 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $44,230 | not reported in the loaded dataset |
| Cherry Bekaert Advisory LLC | NONE | $36,196 | not reported in the loaded dataset |
| Standard Valuations Inc. | NONE | $25,950 | not reported in the loaded dataset |
| Navigate, LLC | NONE | $22,380 | not reported in the loaded dataset |
| Rebecca Veron | EMPLOYEE-TEMP | $11,270 | not reported in the loaded dataset |
| Robert Raines | EMPLOYEE-TEMP | $480 | not reported in the loaded dataset |