2023 Form 5500 filing — Iuoe Local No. 132 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 20250320150927NAL0004941587002) for Iuoe Local No. 132 Health & Welfare Fund, reported by I.U.O.E. Local #132 H & W Fund under EIN 55-0455491 and plan number 501. It reports 1,830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320150927NAL0004941587002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.U.O.E. Local #132 H & W Fund
- EIN
- 55-0455491
- Plan number
- 501
- Location
- Huntington, WV
- Participants
- 1,830
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,340,273
- Total liabilities (EOY)
- $24,659,932
- Net assets (EOY)
- $113,680,341
- Employer contributions
- $34,611,874
- Participant contributions
- $1,690,696
- Total income / additions
- $47,613,989
- Benefits paid
- $42,329,036
- Administrative expenses
- $1,151,411
- Total expenses
- $43,480,447
- Net increase / (decrease)
- $4,133,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross | NONE | $1,104,447 | $0 |
| Zack'S Investment Management | NONE | $102,597 | $0 |
| New Tower Trust Company | NONE | $78,934 | $0 |
| Harris, Hardin & Company, A.C. | NONE | $55,239 | $0 |
| Ta Realty Core Property Fund | NONE | $52,221 | $0 |
| Cs Mckee, Lp | NONE | $36,721 | $0 |
| State Street Global Advisors | NONE | $36,021 | $0 |
| American Benefit Corporation | NONE | $32,700 | $0 |
| Chartwell Investment Management | NONE | $31,194 | $0 |
| Standard Valuations | NONE | $30,000 | $0 |
| United Actuarial Services | NONE | $25,750 | $0 |
| Penn Capital Management | NONE | $25,155 | $0 |
| Medical Review Institute | NONE | $16,803 | $0 |
| Ledbetter Parisi LLC | NONE | $16,211 | $0 |
| United Bank | NONE | $9,252 | $0 |
| Boyd Watterson Asset Mgmt | NONE | $9,072 | $0 |
| John F. Dascoli. LLC | NONE | $7,117 | $0 |