Iron Workers Local 12 Health Insurance Fund — Form 5500 plan (Iron Workers Local 12 Health Insurance 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, Iron Workers Local 12 Health Insurance Fund is a benefit plan reported by Iron Workers Local 12 Health Insurance Fund under EIN 14-1512728 and plan number 501. The latest loaded filing year is 2023. The filing reports 166 participants and $10,449,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Local 12 Health Insurance Fund
- EIN
- 14-1512728
- Plan number
- 501
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $10,449,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20250412144441NAL0013521267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,449,273
- Total liabilities (EOY)
- $454,790
- Net assets (EOY)
- $9,994,483
- Net assets (BOY)
- $9,527,079
Income & contributions
- Employer contributions
- $1,758,107
- Participant contributions
- $17,641
- Total contributions
- $1,775,748
- Total income / additions
- $2,534,087
Expenses & distributions
- Benefits paid
- $1,588,932
- Administrative expenses
- $477,751
- Total expenses
- $2,066,683
- Net increase / (decrease)
- $467,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $109,288 | not reported in the loaded dataset | 2023 |
| Blitman & King, Llp | THIRD PARTY | $73,558 | not reported in the loaded dataset | 2023 |
| Anthem Inc. | NONE | $66,507 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | THIRD PARTY | $61,200 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, Inc. | THIRD PARTY | $43,622 | $0 | 2023 |
| Bernice Mccullough | EMPLOYEE | $34,167 | not reported in the loaded dataset | 2023 |
| Arcara Zucarelli Lenda & Associates | THIRD PARTY | $12,103 | not reported in the loaded dataset | 2023 |
| Darcangelo & Co. Llp | THIRD PARTY | $12,100 | not reported in the loaded dataset | 2023 |
| Eplan | THIRD PARTY | $6,728 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Local 12 Health Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Zenith American Solutions — Schedule C compensation
- Blitman & King, Llp — Schedule C compensation
- Anthem Inc. — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Manning & Napier Advisors, Inc. — Schedule C compensation
- Bernice Mccullough — Schedule C compensation
- Arcara Zucarelli Lenda & Associates — Schedule C compensation
- Darcangelo & Co. Llp — Schedule C compensation
- Eplan — Schedule C compensation