2023 Form 5500 filing — Electrical Workers' Insurance 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 20250714090010NAL0001181712001) for Electrical Workers' Insurance Fund, reported by Board Of Trustees, Electrical Workers Insurance Fund under EIN 38-1393235 and plan number 503. It reports 5,721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714090010NAL0001181712001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Electrical Workers Insurance Fund
- EIN
- 38-1393235
- Plan number
- 503
- Location
- Madison Heights, MI
- Participants
- 5,721
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,217,795
- Total liabilities (EOY)
- $1,393,743
- Net assets (EOY)
- $128,824,052
- Employer contributions
- $68,500,500
- Participant contributions
- $6,133,203
- Total income / additions
- $92,301,142
- Benefits paid
- $77,695,735
- Administrative expenses
- $1,566,681
- Total expenses
- $79,262,416
- Net increase / (decrease)
- $13,038,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Benefit Services Inc | CONTROLLED ENTITY | $5,329,951 | $0 |
| United Claims Solutions/Valenz Fees | NONE | $0 | $801,564 |
| Hello Heart | NONE | $0 | $677,964 |
| Healthjoy LLC | NONE | $0 | $635,600 |
| Alliance Health & Life (Hap) | NONE | $0 | $603,300 |
| Emergency Health Insurance Mgmt | NONE | $0 | $479,345 |
| Delta Dental Of Michigan | NONE | $210,237 | not reported in the loaded dataset |
| Sword Health Technologies | NONE | $0 | $162,800 |
| Pnc Bank Institutional Investments | NONE | $153,810 | $0 |
| Included Health | NONE | $0 | $151,072 |
| American Health Holding Inc | NONE | $0 | $138,480 |
| Part D Advisors | NONE | $123,676 | not reported in the loaded dataset |
| Michele Davis | EMPLOYEE (WAGES PAID) | $116,315 | not reported in the loaded dataset |
| E Craig Young | EMPLOYEE (WAGES PAID) | $103,515 | not reported in the loaded dataset |
| Ulliance Inc. | NONE | $0 | $95,922 |
| Mms Analytics Inc (Talon) | NONE | $0 | $89,026 |
| Christina Popso | EMPLOYEE (WAGES PAID) | $79,375 | not reported in the loaded dataset |
| Jessica Cyprus | EMPLOYEE (WAGES PAID) | $73,946 | not reported in the loaded dataset |
| Clarkston Capital Partners | NONE | $62,955 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $61,363 | not reported in the loaded dataset |
| Solxsys | NONE | $59,375 | not reported in the loaded dataset |
| Svs/Spectera Vision Inc | NONE | $56,770 | not reported in the loaded dataset |
| Amber Crunk | EMPLOYEE (WAGES PAID) | $48,584 | not reported in the loaded dataset |
| Watkins, Pawlick Calati & Prifti Pc | NONE | $47,780 | not reported in the loaded dataset |
| Mcclain Smith & Wenz, Pc | AUDITOR OF PARENT ORGANIZ | $47,365 | not reported in the loaded dataset |
| Benegration | NONE | $38,332 | not reported in the loaded dataset |
| Timberland | NONE | $0 | $34,621 |
| Seizert Capital Partners | NONE | $32,045 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $0 | $30,576 |
| Auxiom | NONE | $27,067 | not reported in the loaded dataset |
| Benesys Inc | NONE | $19,590 | not reported in the loaded dataset |
| Zenwork Inc | NONE | $15,077 | not reported in the loaded dataset |
| United Actuarial Services Inc | NONE | $14,750 | not reported in the loaded dataset |
| American Graphics Printing Co | NONE | $9,114 | not reported in the loaded dataset |
| First Health | NONE | $0 | $6,505 |