I.B.E.W. Local 1049 Craft Division Health & Welfare Fund — Form 5500 plan (Board Of Trustees I.B.E.W. Local 1049)
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, I.B.E.W. Local 1049 Craft Division Health & Welfare Fund is a benefit plan reported by Board Of Trustees I.B.E.W. Local 1049 under EIN 11-6043757 and plan number 501. The latest loaded filing year is 2023. The filing reports 789 participants and $111,919,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees I.B.E.W. Local 1049
- EIN
- 11-6043757
- Plan number
- 501
- Plan type
- 1
- Location
- Holtsville, NY
- Latest filing year
- 2023
- Participants
- 789
- End-of-year plan assets
- $111,919,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 789 | H, C | 20241012110202NAL0024413313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,919,620
- Total liabilities (EOY)
- $8,109,788
- Net assets (EOY)
- $103,809,832
- Net assets (BOY)
- $89,975,750
Income & contributions
- Employer contributions
- $27,637,412
- Participant contributions
- $60,588
- Total contributions
- $27,698,000
- Total income / additions
- $37,339,505
Expenses & distributions
- Benefits paid
- $21,529,396
- Administrative expenses
- $1,976,027
- Total expenses
- $23,505,423
- Net increase / (decrease)
- $13,834,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| International Benefits Administrati | NONE | $725,710 | not reported in the loaded dataset | 2023 |
| Empire Healthchoice Assurance Inc | NONE | $526,983 | not reported in the loaded dataset | 2023 |
| Acrisure Dba Union Ben Planners | NONE | not reported in the loaded dataset | $458,680 | 2023 |
| First Financial Services | NONE | not reported in the loaded dataset | $411,841 | 2023 |
| Jeannine Devlin | NONE | $171,012 | not reported in the loaded dataset | 2023 |
| Dawn Lange | NONE | $102,055 | not reported in the loaded dataset | 2023 |
| Wilma Spatafore-Alvarez | NONE | $73,748 | not reported in the loaded dataset | 2023 |
| Connectyourcare LLC | NONE | $49,319 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick, & Schlapp, P.C. | UNION AUDITOR | $49,100 | not reported in the loaded dataset | 2023 |
| Optumrx | NONE | $36,435 | $9,288 | 2023 |
| Fact First Actuarial Consulting | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Holm & Ohara | UNION ATTORNEY | $20,885 | not reported in the loaded dataset | 2023 |
| Syntonic Systems Inc. | NONE | $7,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees I.B.E.W. Local 1049
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Holtsville, NY
- International Benefits Administrati — Schedule C compensation
- Empire Healthchoice Assurance Inc — Schedule C compensation
- Acrisure Dba Union Ben Planners — Schedule C compensation
- First Financial Services — Schedule C compensation
- Jeannine Devlin — Schedule C compensation
- Dawn Lange — Schedule C compensation
- Wilma Spatafore-Alvarez — Schedule C compensation
- Connectyourcare LLC — Schedule C compensation
- Gould, Kobrick, & Schlapp, P.C. — Schedule C compensation
- Optumrx — Schedule C compensation
- Fact First Actuarial Consulting — Schedule C compensation
- Holm & Ohara — Schedule C compensation
- Syntonic Systems Inc. — Schedule C compensation