2023 Form 5500 filing — Ibew Local No. 82 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 20250411084424NAL0025993313001) for Ibew Local No. 82 Health & Welfare Fund, reported by Ibew Local No. 82 Health & Welfare Fund under EIN 31-6084151 and plan number 501. It reports 1,441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250411084424NAL0025993313001
Filing year
2023
Form type
1
Plan sponsor
Ibew Local No. 82 Health & Welfare Fund
EIN
31-6084151
Plan number
501
Location
Ona, WV
Participants
1,441
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$36,581,496
Total liabilities (EOY)
$4,057,743
Net assets (EOY)
$32,523,753
Employer contributions
$16,730,861
Participant contributions
$589,613
Total income / additions
$20,661,563
Benefits paid
$17,028,630
Administrative expenses
$1,365,420
Total expenses
$18,394,050
Net increase / (decrease)
$2,267,513
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Community Insurance CompanyNONE$575,571not reported in the loaded dataset
American Benefit CorporationNONE$507,169not reported in the loaded dataset
Labor First, LLCNONE$216,046not reported in the loaded dataset
United Actuarial ServicesNONE$69,000not reported in the loaded dataset
Ledbetter Parisi LLCNONE$63,010not reported in the loaded dataset
Clark, Schaefer, Hackett & Co.NONE$26,409not reported in the loaded dataset
Western Ohio Chapter NecaNONE$18,976not reported in the loaded dataset
Dover Consulting GroupNONE$17,958not reported in the loaded dataset
Empathia Pacific, Inc.NONE$16,529not reported in the loaded dataset
Segal Select Insurance ServicesNONE$16,075not reported in the loaded dataset
International Foundation OfNONE$14,255not reported in the loaded dataset
Johnson PrintingNONE$14,121not reported in the loaded dataset
Mountain State Insurance AgencyNONE$6,965not reported in the loaded dataset
Premier Community HealthNONE$6,095not reported in the loaded dataset
Key Bank, NaNONE$5,933not reported in the loaded dataset

Related Form 5500 pages