Iuoe Local 4 Health And Welfare Fund — Form 5500 plan (Board Of Trustees Iuoe Local 4 Health And Welfare Fund)
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, Iuoe Local 4 Health And Welfare Fund is a benefit plan reported by Board Of Trustees Iuoe Local 4 Health And Welfare Fund under EIN 04-6040880 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,545 participants and $137,189,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iuoe Local 4 Health And Welfare Fund
- EIN
- 04-6040880
- Plan number
- 501
- Plan type
- 1
- Location
- Medway, MA
- Latest filing year
- 2023
- Participants
- 3,545
- End-of-year plan assets
- $137,189,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,545 | H, C | 20241013092004NAL0013962771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,189,231
- Total liabilities (EOY)
- $7,168,025
- Net assets (EOY)
- $130,021,206
- Net assets (BOY)
- $113,659,516
Income & contributions
- Employer contributions
- $80,875,849
- Participant contributions
- $731,455
- Total contributions
- $81,607,304
- Total income / additions
- $92,270,257
Expenses & distributions
- Benefits paid
- $73,825,500
- Administrative expenses
- $2,083,067
- Total expenses
- $75,908,567
- Net increase / (decrease)
- $16,361,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Mass | NONE | $1,966,772 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson, Northeast Inc | NONE | $175,000 | not reported in the loaded dataset | 2023 |
| Prudent Rx | NONE | $136,878 | not reported in the loaded dataset | 2023 |
| Modern Assistance Programs, Inc. | NONE | $135,375 | not reported in the loaded dataset | 2023 |
| Vitech Systems Sub, LLC | NONE | $124,949 | not reported in the loaded dataset | 2023 |
| Cvs Pharmacy, Inc | NONE | $118,332 | not reported in the loaded dataset | 2023 |
| Livongo | NONE | $114,540 | not reported in the loaded dataset | 2023 |
| Gregory A Geiman | EMPLOYEE | $103,868 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $92,810 | $0 | 2023 |
| Law Office Of Kathryn S. Shea | LEGAL | $83,391 | not reported in the loaded dataset | 2023 |
| Lyra Health | NONE | $73,159 | not reported in the loaded dataset | 2023 |
| Rebecca Zaccardi | EMPLOYEE | $65,747 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $57,240 | not reported in the loaded dataset | 2023 |
| Donald R Christy | EMPLOYEE | $53,649 | not reported in the loaded dataset | 2023 |
| Laura Jean Hickey | EMPLOYEE | $51,660 | not reported in the loaded dataset | 2023 |
| Vsg Hosting Sub, LLC | NONE | $49,254 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $47,037 | not reported in the loaded dataset | 2023 |
| James M Burns | EMPLOYEE | $45,254 | not reported in the loaded dataset | 2023 |
| Wendy Batchelder | EMPLOYEE | $39,567 | not reported in the loaded dataset | 2023 |
| Healthlinx LLC | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Derek Oetinger | EMPLOYEE | $37,645 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Services, | NONE | $34,500 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $31,141 | not reported in the loaded dataset | 2023 |
| 617 Media Group | NONE | $30,683 | not reported in the loaded dataset | 2023 |
| Karen L Larsen | EMPLOYEE | $30,464 | not reported in the loaded dataset | 2023 |
| Eyemed | NONE | $17,347 | not reported in the loaded dataset | 2023 |
| Kroll Associates | NONE | $17,154 | not reported in the loaded dataset | 2023 |
| Cts Services Inc. | NONE | $15,226 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $13,750 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $13,268 | $0 | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $10,086 | 2023 |
| Mcmc Services, LLC | NONE | $9,270 | not reported in the loaded dataset | 2023 |
| Ascendo Resources LLC | NONE | $6,571 | not reported in the loaded dataset | 2023 |
| Baker & Hostetler Llp | NONE | $5,205 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iuoe Local 4 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Medway, MA
- Blue Cross Blue Shield Of Mass — Schedule C compensation
- Willis Towers Watson, Northeast Inc — Schedule C compensation
- Prudent Rx — Schedule C compensation
- Modern Assistance Programs, Inc. — Schedule C compensation
- Vitech Systems Sub, LLC — Schedule C compensation
- Cvs Pharmacy, Inc — Schedule C compensation
- Livongo — Schedule C compensation
- Gregory A Geiman — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Law Office Of Kathryn S. Shea — Schedule C compensation
- Lyra Health — Schedule C compensation
- Rebecca Zaccardi — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Donald R Christy — Schedule C compensation
- Laura Jean Hickey — Schedule C compensation
- Vsg Hosting Sub, LLC — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- James M Burns — Schedule C compensation
- Wendy Batchelder — Schedule C compensation
- Healthlinx LLC — Schedule C compensation
- Derek Oetinger — Schedule C compensation
- Cbiz Benefits & Insurance Services, — Schedule C compensation
- Iron Mountain — Schedule C compensation
- 617 Media Group — Schedule C compensation
- Karen L Larsen — Schedule C compensation
- Eyemed — Schedule C compensation
- Kroll Associates — Schedule C compensation
- Cts Services Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Mcmc Services, LLC — Schedule C compensation
- Ascendo Resources LLC — Schedule C compensation
- Baker & Hostetler Llp — Schedule C compensation