2023 Form 5500 filing — Ibew Veba Health Savings 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 20250411045458NAL0023039393001) for Ibew Veba Health Savings Plan, reported by Board Of Trustees Of The Ibew Veba Health Savings Trust under EIN 27-3644999 and plan number 505. It reports 3,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411045458NAL0023039393001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Ibew Veba Health Savings Trust
- EIN
- 27-3644999
- Plan number
- 505
- Location
- Menomonee Falls, WI
- Participants
- 3,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,450,051
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,450,051
- Total income / additions
- $256,814
- Benefits paid
- $259,705
- Administrative expenses
- $86,701
- Total expenses
- $346,406
- Net increase / (decrease)
- -$89,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bpas | NONE | $69,541 | not reported in the loaded dataset |
| Sikich Cpa LLC | NONE | $17,160 | not reported in the loaded dataset |