2023 Form 5500 filing — Ibew Local 56 Health And Welfare Plan

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 20250410094327NAL0011693587001) for Ibew Local 56 Health And Welfare Plan, reported by Board Of Trustees Ibew Local 56 Health And Welfare Plan under EIN 25-1158956 and plan number 501. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$9.5MReported net assets$9,468,759
Participants277
Provider compensation$243.6K9 Schedule C row(s)$243,550
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250410094327NAL0011693587001
Plan sponsor
Board Of Trustees Ibew Local 56 Health And Welfare Plan
EIN
25-1158956
Plan number
501
Location
Erie, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.9M total assets
Net assets$9.5MLiabilities$464.6K
Money in vs. money out
Total income / additions$6.2M
Total expenses$5.9M
Benefits paid / distributions$5.6M
Contributions
Employer$5M
Participant$317.9K
Full reported line items
Total assets (EOY)
$9,933,402
Total liabilities (EOY)
$464,643
Net assets (EOY)
$9,468,759
Employer contributions
$4,953,786
Participant contributions
$317,866
Total income / additions
$6,208,332
Benefits paid
$5,632,170
Administrative expenses
$270,123
Total expenses
$5,902,293
Net increase / (decrease)
$306,039
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $61.4K
  2. 2
    EMPLOYEE · Direct $60.5K
  3. 3
    NONE · Direct $24.3K
  4. 4
    NONE · Direct $21K
  5. 5
    NONE · Direct $20.8K
  6. 6
    NONE · Direct $17.6K
  7. 7
    NONE · Direct $15.1K
  8. 8
    NONE · Direct $13.8K
  9. 9
    NONE · Direct $9.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250410094327NAL0011693587001 cover?
It is the 2023 Form 5500 filing for Ibew Local 56 Health And Welfare Plan, reported by Board Of Trustees Ibew Local 56 Health And Welfare Plan (EIN 25-1158956).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages