2023 Form 5500 filing — Bargaining Assoc-Steelworkers Local 14614 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 20250317133007NAL0002963376003) for Bargaining Assoc-Steelworkers Local 14614 Health & Welfare Fund, reported by Bargaining Assoc. Steelworkers Local 14614 Health & Welfare Fund under EIN 55-6064846 and plan number 501. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317133007NAL0002963376003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bargaining Assoc. Steelworkers Local 14614 Health & Welfare Fund
- EIN
- 55-6064846
- Plan number
- 501
- Location
- Lexington, KY
- Participants
- 567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,319,371
- Total liabilities (EOY)
- $1,263,592
- Net assets (EOY)
- $4,055,779
- Employer contributions
- $8,760,009
- Participant contributions
- $186,560
- Total income / additions
- $9,211,387
- Benefits paid
- $9,204,498
- Administrative expenses
- $232,285
- Total expenses
- $9,436,783
- Net increase / (decrease)
- -$225,396
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr | CONTRACT ADMINISTRATION | $136,543 | not reported in the loaded dataset |
| Highmark Bc Bs West Virginia | CLAIMS ADMINISRATOR | $45,838 | $0 |
| Genesis Benefit Solutions, Inc. | CONSULTANT | $23,388 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | INVESTMENT CONSULTANT | $10,282 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $9,000 | not reported in the loaded dataset |
| Truist Bank | CUSTODIAN | $8,027 | not reported in the loaded dataset |
| John Dascoli Pllc | ATTORNEY | $4,140 | not reported in the loaded dataset |