2023 Form 5500 filing — Ironworkers Intermountain Health & Welfare Trust
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 20250815200301NAL0006010723002) for Ironworkers Intermountain Health & Welfare Trust, reported by Ironworkers Intermountain Health & Welfare Trust under EIN 87-6123188 and plan number 501. It reports 1,535 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815200301NAL0006010723002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ironworkers Intermountain Health & Welfare Trust
- EIN
- 87-6123188
- Plan number
- 501
- Location
- Murray, UT
- Participants
- 1,535
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,251,641
- Total liabilities (EOY)
- $9,685,296
- Net assets (EOY)
- $34,566,345
- Employer contributions
- $21,625,189
- Participant contributions
- $620,094
- Total income / additions
- $27,158,476
- Benefits paid
- $19,204,249
- Administrative expenses
- $1,696,250
- Total expenses
- $20,900,499
- Net increase / (decrease)
- $6,257,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Saverx | not reported in the loaded dataset | $2,123,852 | not reported in the loaded dataset |
| Cigna Health & Life Insurance Co | not reported in the loaded dataset | $519,219 | not reported in the loaded dataset |
| Benesys Administrators | not reported in the loaded dataset | $294,552 | not reported in the loaded dataset |
| Compusys Of Utah, Inc. | not reported in the loaded dataset | $254,257 | not reported in the loaded dataset |
| Mmpl | not reported in the loaded dataset | $177,977 | not reported in the loaded dataset |
| Rael Letson | not reported in the loaded dataset | $138,519 | not reported in the loaded dataset |
| Haynie & Company | not reported in the loaded dataset | $101,671 | not reported in the loaded dataset |
| Segall Bryant & Hamill | not reported in the loaded dataset | $33,996 | not reported in the loaded dataset |
| Teladoc Health Inc | not reported in the loaded dataset | $28,916 | not reported in the loaded dataset |
| Nepc, LLC | not reported in the loaded dataset | $21,902 | not reported in the loaded dataset |
| Us Bank | not reported in the loaded dataset | $9,520 | not reported in the loaded dataset |
| Needles & Associates, LLC | not reported in the loaded dataset | $5,915 | not reported in the loaded dataset |