Local 103, I.B.E.W. Health Benefit Plan — Form 5500 plan (Health And Welfare Trust Fund Local 103 Ibew)
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, Local 103, I.B.E.W. Health Benefit Plan is a benefit plan reported by Health And Welfare Trust Fund Local 103 Ibew under EIN 04-6063733 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,114 participants and $500,306,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health And Welfare Trust Fund Local 103 Ibew
- EIN
- 04-6063733
- Plan number
- 501
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 8,114
- End-of-year plan assets
- $500,306,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,114 | H, C | 20250630153230NAL0029020690002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $500,306,674
- Total liabilities (EOY)
- $38,921,463
- Net assets (EOY)
- $461,385,211
- Net assets (BOY)
- $443,252,757
Income & contributions
- Employer contributions
- $131,873,645
- Participant contributions
- $5,034,562
- Total contributions
- $136,908,207
- Total income / additions
- $186,285,381
Expenses & distributions
- Benefits paid
- $162,841,038
- Administrative expenses
- $5,311,889
- Total expenses
- $168,152,927
- Net increase / (decrease)
- $18,132,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $3,198,243 | not reported in the loaded dataset | 2023 |
| Asmed Health LLC | NONE | $1,254,671 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Massachusetts | NONE | $420,538 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $405,245 | not reported in the loaded dataset | 2023 |
| Modern Assistance | NONE | $367,153 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $0 | $330,115 | 2023 |
| Employee A | EMPLOYEE | $314,796 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $311,682 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions Inc | NONE | $244,397 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $161,760 | not reported in the loaded dataset | 2023 |
| Employee I | EMPLOYEE | $119,810 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $115,392 | not reported in the loaded dataset | 2023 |
| Employee N | EMPLOYEE | $115,042 | not reported in the loaded dataset | 2023 |
| Law Office Of Kathryn S. Shea | NONE | $98,357 | not reported in the loaded dataset | 2023 |
| Icorps Technologies | NONE | $97,072 | not reported in the loaded dataset | 2023 |
| Employee G | EMPLOYEE | $94,246 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $87,126 | not reported in the loaded dataset | 2023 |
| Employee S | EMPLOYEE | $81,179 | not reported in the loaded dataset | 2023 |
| Employee L | EMPLOYEE | $76,014 | not reported in the loaded dataset | 2023 |
| Novak Francella,LLC | NONE | $75,486 | not reported in the loaded dataset | 2023 |
| Employee H | EMPLOYEE | $72,479 | not reported in the loaded dataset | 2023 |
| Krakow & Souris LLC | NONE | $71,465 | not reported in the loaded dataset | 2023 |
| Employee P | EMPLOYEE | $70,731 | not reported in the loaded dataset | 2023 |
| Employee K | EMPLOYEE | $70,422 | not reported in the loaded dataset | 2023 |
| Employee Q | EMPLOYEE | $67,310 | not reported in the loaded dataset | 2023 |
| Employee F | EMPLOYEE | $65,957 | not reported in the loaded dataset | 2023 |
| Employee R | EMPLOYEE | $65,581 | $0 | 2023 |
| Employee J | EMPLOYEE | $63,139 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | NONE | $61,171 | $0 | 2023 |
| Employee D | EMPLOYEE | $60,426 | not reported in the loaded dataset | 2023 |
| Afl-Cio Housing Investment Trust | NONE | $59,619 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $50,500 | not reported in the loaded dataset | 2023 |
| Robert Half | NONE | $47,522 | not reported in the loaded dataset | 2023 |
| Manzi & Associates LLC | NONE | $43,775 | not reported in the loaded dataset | 2023 |
| Iron Mountain Records Management | NONE | $40,177 | not reported in the loaded dataset | 2023 |
| Davis Vision | NONE | $33,616 | not reported in the loaded dataset | 2023 |
| Employee M | EMPLOYEE | $31,586 | not reported in the loaded dataset | 2023 |
| Caremark Rx, Inc. | NONE | $29,405 | not reported in the loaded dataset | 2023 |
| Employee E | EMPLOYEE | $28,711 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $25,933 | not reported in the loaded dataset | 2023 |
| Employee O | EMPLOYEE | $25,756 | not reported in the loaded dataset | 2023 |
| Murphy & King, Pc | NONE | $22,459 | not reported in the loaded dataset | 2023 |
| Paychex | NONE | $18,061 | not reported in the loaded dataset | 2023 |
| Nan The Nurse, LLC | NONE | $12,540 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $10,959 | not reported in the loaded dataset | 2023 |
| Donnegan Systems Inc | NONE | $8,882 | not reported in the loaded dataset | 2023 |
| Nasdaq Corporate Solutions LLC | NONE | $6,660 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health And Welfare Trust Fund Local 103 Ibew
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Blue Cross Blue Shield — Schedule C compensation
- Asmed Health LLC — Schedule C compensation
- Delta Dental Of Massachusetts — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Modern Assistance — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Employee A — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Zenith American Solutions Inc — Schedule C compensation
- Employee B — Schedule C compensation
- Employee I — Schedule C compensation
- The Segal Company — Schedule C compensation
- Employee N — Schedule C compensation
- Law Office Of Kathryn S. Shea — Schedule C compensation
- Icorps Technologies — Schedule C compensation
- Employee G — Schedule C compensation
- Employee C — Schedule C compensation
- Employee S — Schedule C compensation
- Employee L — Schedule C compensation
- Novak Francella,LLC — Schedule C compensation
- Employee H — Schedule C compensation
- Krakow & Souris LLC — Schedule C compensation
- Employee P — Schedule C compensation
- Employee K — Schedule C compensation
- Employee Q — Schedule C compensation
- Employee F — Schedule C compensation
- Employee R — Schedule C compensation
- Employee J — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Employee D — Schedule C compensation
- Afl-Cio Housing Investment Trust — Schedule C compensation
- Cbiz — Schedule C compensation
- Robert Half — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- Iron Mountain Records Management — Schedule C compensation
- Davis Vision — Schedule C compensation
- Employee M — Schedule C compensation
- Caremark Rx, Inc. — Schedule C compensation
- Employee E — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Employee O — Schedule C compensation
- Murphy & King, Pc — Schedule C compensation
- Paychex — Schedule C compensation
- Nan The Nurse, LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Donnegan Systems Inc — Schedule C compensation
- Nasdaq Corporate Solutions LLC — Schedule C compensation