2023 Form 5500 filing — Local Union 1710 Ibew 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 20250811122503NAL0003950019001) for Local Union 1710 Ibew Welfare Fund, reported by Board Of Trustees, Local Union 1710 Ibew Welfare Fund under EIN 95-6064203 and plan number 501. It reports 477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250811122503NAL0003950019001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Local Union 1710 Ibew Welfare Fund
- EIN
- 95-6064203
- Plan number
- 501
- Location
- West Covina, CA
- Participants
- 477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,173,248
- Total liabilities (EOY)
- $620,615
- Net assets (EOY)
- $3,552,633
- Employer contributions
- $7,219,193
- Total income / additions
- $7,427,872
- Benefits paid
- $6,726,994
- Administrative expenses
- $179,181
- Total expenses
- $6,906,175
- Net increase / (decrease)
- $521,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optumrx, Inc. | NONE | $351,677 | $1,304 |
| Benesys Administrators | NONE | $61,860 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $32,250 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $21,697 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $19,950 | not reported in the loaded dataset |
| Us Bank, Na | NONE | $10,024 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $8,300 | not reported in the loaded dataset |
| Melissa W. Cook & Associates | NONE | $8,201 | not reported in the loaded dataset |