Plan5500

Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70 — Form 5500 plan (Health & Welfare Trust Fd Iuoe Local 877 & 70)

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 Trust Fund Of The Iuoe Locals No. 877 And 70 is a benefit plan reported by Health & Welfare Trust Fd Iuoe Local 877 & 70 under EIN 04-2624972 and plan number 501. The latest loaded filing year is 2023. The filing reports 777 participants and $26,801,192 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.5MPlan net assets, end of year$23,537,829
Participants777Covered participants reported
Assets / participant$34.5KComputed: assets ÷ participants$34,493 (computed)
Provider compensation$1M11 Schedule C provider row(s)$1,022,100
Plan sponsor
Health & Welfare Trust Fd Iuoe Local 877 & 70
EIN
04-2624972
Plan number
501
Plan type
1
Location
Quincy, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    777 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.8M total assets
Net assets$23.5MLiabilities$3.3M
Money in vs. money out
Total income / additions$22.4M
Total expenses$21.6M
Benefits paid / distributions$19.8M
Contributions
Employer$17.2M
Participant$2.6M
Full reported line items

Net assets

Total assets (EOY)
$26,801,192
Total liabilities (EOY)
$3,263,363
Net assets (EOY)
$23,537,829
Net assets (BOY)
$22,796,801

Income & contributions

Employer contributions
$17,151,812
Participant contributions
$2,585,567
Total contributions
$19,737,379
Total income / additions
$22,373,566

Expenses & distributions

Benefits paid
$19,834,034
Administrative expenses
$1,798,504
Total expenses
$21,632,538
Net increase / (decrease)
$741,028
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 87%Participant 13%
Total expenses ÷ net assets92%Computed ratio
Benefits paid ÷ total income89%Computed ratio
Provider comp. ÷ net assets4%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Benesys, Inc.$257.8K
    NONE · Direct $257.8K
  2. 2
    Health Plans Inc$253.6K
    NONE · Direct $253.6K
  3. 3
    Patriot Mullare Associates$220.3K
    NONE · Direct $220.3K
  4. 4
    The Segal Group, Inc$61.8K
    NONE · Direct $61.8K
  5. 5
    Blue Cross Blue Shield$48.4K
    NONE · Direct $48.4K
  6. 6
    Hj Knight International$48K
    NONE · Direct $48K
  7. 7
    Modern Assistance Programs, Inc$46.2K
    NONE · Direct $46.2K
  8. 8
    Reid And Reige,Pc$34.8K
    NONE · Direct $34.8K
  9. 9
    Optumrx, Inc.$26.6K
    NONE · Direct $26.6K
  10. 10
    Manzi & Associates LLC$15K
    NONE · Direct $15K
  11. 11
    Reliance Standard$9.7K
    NONE · Direct $9.7K

What to inspect next

Frequently asked questions

Who sponsors the Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70?
Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70 is reported as sponsored by Health & Welfare Trust Fd Iuoe Local 877 & 70 (EIN 04-2624972, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70?
The latest Form 5500 filing year loaded for Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70 is 2023.
How many participants does Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70 report?
Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70 reports 777 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70?
Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70 reports $26,801,192 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages