Health & Welfare Fund Ibew Local 96 — Form 5500 plan (Board Of Trustees-Health & Welfare Fund Ibew Local 96)
Plain-English plan 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, Health & Welfare Fund Ibew Local 96 is a benefit plan reported by Board Of Trustees-Health & Welfare Fund Ibew Local 96 under EIN 04-2177839 and plan number 501. The latest loaded filing year is 2023. The filing reports 405 participants and $10,593,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Health & Welfare Fund Ibew Local 96
- EIN
- 04-2177839
- Plan number
- 501
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $10,593,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20241022171141NAL0002812849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,593,092
- Total liabilities (EOY)
- $271,245
- Net assets (EOY)
- $10,321,847
- Net assets (BOY)
- $9,449,863
Income & contributions
- Employer contributions
- $5,177,363
- Participant contributions
- $443,242
- Total contributions
- $5,753,851
- Total income / additions
- $6,484,277
Expenses & distributions
- Benefits paid
- $5,378,078
- Administrative expenses
- $234,215
- Total expenses
- $5,612,293
- Net increase / (decrease)
- $871,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $101,502 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Ma | NONE | $20,323 | not reported in the loaded dataset | 2023 |
| Segal Roitman, Llp | NONE | $19,952 | not reported in the loaded dataset | 2023 |
| Segal Consulting Group | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $18,431 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate | NONE | $10,513 | not reported in the loaded dataset | 2023 |
| Modern Assistance | NONE | $10,283 | not reported in the loaded dataset | 2023 |
| The Angell Group | NONE | $7,188 | not reported in the loaded dataset | 2023 |
| Segal Marco | NONE | $6,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Health & Welfare Fund Ibew Local 96
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Zenith American Solutions — Schedule C compensation
- Delta Dental Of Ma — Schedule C compensation
- Segal Roitman, Llp — Schedule C compensation
- Segal Consulting Group — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Intercontinental Real Estate — Schedule C compensation
- Modern Assistance — Schedule C compensation
- The Angell Group — Schedule C compensation
- Segal Marco — Schedule C compensation