2023 Form 5500 filing — Ibew Health And Welfare Trust Of Southwest Washington Health Care Benefits 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 20250411094243NAL0023139201001) for Ibew Health And Welfare Trust Of Southwest Washington Health Care Benefits Plan, reported by Board Of Trustees Ibew Health And Welfare Trust Of Southwest Washingto under EIN 23-7158640 and plan number 501. It reports 729 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411094243NAL0023139201001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew Health And Welfare Trust Of Southwest Washingto
- EIN
- 23-7158640
- Plan number
- 501
- Location
- Spokane, WA
- Participants
- 729
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,491,250
- Total liabilities (EOY)
- $1,413,810
- Net assets (EOY)
- $33,077,440
- Employer contributions
- $11,451,797
- Participant contributions
- $543,307
- Total income / additions
- $14,984,286
- Benefits paid
- $10,069,235
- Administrative expenses
- $845,710
- Total expenses
- $10,914,945
- Net increase / (decrease)
- $4,069,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $268,809 | not reported in the loaded dataset |
| Rehn & Associates | NONE | $217,599 | not reported in the loaded dataset |
| Withum Smith + Brown Pc | NONE | $76,650 | not reported in the loaded dataset |
| The Segal Company | NONE | $73,634 | $0 |
| Laborfirst | NONE | $64,437 | not reported in the loaded dataset |
| Turner Stoeve & Gagliardi, P.S. | NONE | $54,253 | not reported in the loaded dataset |
| Washington Trust Bank | NONE | $27,574 | not reported in the loaded dataset |
| The Pacific Health Coalition | NONE | $7,947 | not reported in the loaded dataset |
| Green Light Management LLC | NONE | $7,291 | not reported in the loaded dataset |
| Verus Advisory | NONE | $7,000 | not reported in the loaded dataset |
| Lawton Printing Inc. | NONE | $6,379 | not reported in the loaded dataset |