2023 Form 5500 filing — Ibew Local No. 150 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 20250409135223NAL0030599040001) for Ibew Local No. 150 Welfare Fund, reported by Trustees Under Ibew Lu 150 Welfare Fund under EIN 36-2327771 and plan number 501. It reports 939 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409135223NAL0030599040001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Under Ibew Lu 150 Welfare Fund
- EIN
- 36-2327771
- Plan number
- 501
- Location
- Lexington, KY
- Participants
- 939
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,603,345
- Total liabilities (EOY)
- $2,988,967
- Net assets (EOY)
- $44,614,378
- Employer contributions
- $16,804,190
- Participant contributions
- $2,539,153
- Total income / additions
- $23,988,276
- Benefits paid
- $18,311,265
- Administrative expenses
- $508,006
- Total expenses
- $18,819,271
- Net increase / (decrease)
- $5,169,005
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Il | NONE | $367,822 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $131,774 | not reported in the loaded dataset |
| Ibew Local 150 Pension Fund | AFFILIATED BENEFIT FUND | $79,789 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $72,310 | not reported in the loaded dataset |
| Foster & Foster | NONE | $67,024 | not reported in the loaded dataset |
| Sav Rx | NONE | $48,724 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $28,448 | not reported in the loaded dataset |
| Wellington Trust Company, Na | NONE | $17,844 | $0 |
| Amalgamated Bank | NONE | $14,043 | $0 |
| Meketa Inc. | NONE | $12,000 | not reported in the loaded dataset |
| Employee Resource Systems | NONE | $10,052 | not reported in the loaded dataset |
| Libertyville Bank & Trust | NONE | $9,018 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $6,025 | not reported in the loaded dataset |