Ibt Local 145 Health Services And Insurance Fund — Form 5500 plan (Ibt Local 145 Health Services Insurance Plan)
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, Ibt Local 145 Health Services And Insurance Fund is a benefit plan reported by Ibt Local 145 Health Services Insurance Plan under EIN 06-0711441 and plan number 501. The latest loaded filing year is 2023. The filing reports 235 participants and $16,148,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibt Local 145 Health Services Insurance Plan
- EIN
- 06-0711441
- Plan number
- 501
- Plan type
- 1
- Location
- Stratford, CT
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $16,148,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20250227103049NAL0001189107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,148,913
- Total liabilities (EOY)
- $629,316
- Net assets (EOY)
- $15,519,597
- Net assets (BOY)
- $14,268,010
Income & contributions
- Employer contributions
- $5,529,900
- Participant contributions
- $5,096
- Total contributions
- $5,534,996
- Total income / additions
- $7,038,571
Expenses & distributions
- Benefits paid
- $4,633,002
- Administrative expenses
- $1,153,982
- Total expenses
- $5,786,984
- Net increase / (decrease)
- $1,251,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Renee Bossone | EMPLOYEE | $91,107 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Co | NONE | $62,758 | not reported in the loaded dataset | 2023 |
| Willis Of Massachusetts | NONE | $62,000 | $0 | 2023 |
| Innovative Software Solutions | NONE | $56,152 | not reported in the loaded dataset | 2023 |
| Webster Financial Advisors | NONE | $47,392 | not reported in the loaded dataset | 2023 |
| Manzi & Associates LLC | NONE | $31,269 | not reported in the loaded dataset | 2023 |
| Massucci & Associates | NONE | $19,925 | not reported in the loaded dataset | 2023 |
| Ermer Law Group Pllc | NONE | $6,270 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibt Local 145 Health Services Insurance Plan
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stratford, CT
- Renee Bossone — Schedule C compensation
- Aetna Life Insurance Co — Schedule C compensation
- Willis Of Massachusetts — Schedule C compensation
- Innovative Software Solutions — Schedule C compensation
- Webster Financial Advisors — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- Massucci & Associates — Schedule C compensation
- Ermer Law Group Pllc — Schedule C compensation