2023 Form 5500 filing — Ibew Local 300 Health & Welfare
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 20250414160209NAL0003487216003) for Ibew Local 300 Health & Welfare, reported by Ibew Local 300 Health And Welfare under EIN 23-7293087 and plan number 502. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414160209NAL0003487216003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 300 Health And Welfare
- EIN
- 23-7293087
- Plan number
- 502
- Location
- South Burlington, VT
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,999,250
- Total liabilities (EOY)
- $672,407
- Net assets (EOY)
- $2,326,843
- Employer contributions
- $3,915,190
- Participant contributions
- $250,328
- Total income / additions
- $4,316,321
- Benefits paid
- $4,249,665
- Administrative expenses
- $667,210
- Total expenses
- $4,916,875
- Net increase / (decrease)
- -$600,554
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bcbs Vt | NONE | $96,371 | not reported in the loaded dataset |
| Cbiz Benefits | NONE | $32,000 | not reported in the loaded dataset |
| Krakow, Souris And Landry | NONE | $17,000 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $16,641 | not reported in the loaded dataset |
| North East Benefits | NONE | $15,872 | not reported in the loaded dataset |
| Cba Blue | CONTRACT ADMINISTRATOR | $8,307 | not reported in the loaded dataset |
| Kestra Financial | NONE | $7,000 | not reported in the loaded dataset |