Ibew Local 1249 Insurance Fund — Form 5500 plan (Ibew Local 1249 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, Ibew Local 1249 Insurance Fund is a benefit plan reported by Ibew Local 1249 Insurance Fund under EIN 15-6025162 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,372 participants and $125,107,279 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 1249 Insurance Fund
- EIN
- 15-6025162
- Plan number
- 501
- Plan type
- 1
- Location
- Cicero, NY
- Latest filing year
- 2023
- Participants
- 3,372
- End-of-year plan assets
- $125,107,279
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,372 | H, C | 20241003135717NAL0009929121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,107,279
- Total liabilities (EOY)
- $6,148,049
- Net assets (EOY)
- $118,959,230
- Net assets (BOY)
- $104,241,714
Income & contributions
- Employer contributions
- $60,785,090
- Participant contributions
- $747,371
- Total contributions
- $61,532,461
- Total income / additions
- $73,510,490
Expenses & distributions
- Benefits paid
- $57,598,022
- Administrative expenses
- $1,194,952
- Total expenses
- $58,792,974
- Net increase / (decrease)
- $14,717,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr Inc. | NONE | $1,720,049 | $35,611 | 2023 |
| Us Rx Care | NONE | $225,606 | not reported in the loaded dataset | 2023 |
| Keenan & Associates | NONE | $202,261 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $196,764 | not reported in the loaded dataset | 2023 |
| Teladoc, Inc | NONE | $132,720 | not reported in the loaded dataset | 2023 |
| Pro-Flex Administrators LLC | NONE | $128,879 | not reported in the loaded dataset | 2023 |
| Env Insurance Agency Inc | NONE | $78,644 | not reported in the loaded dataset | 2023 |
| Blitman And King | NONE | $56,998 | not reported in the loaded dataset | 2023 |
| Bonadio & Co, Llp | NONE | $38,300 | not reported in the loaded dataset | 2023 |
| Davis Vision | NONE | $28,305 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $27,530 | $0 | 2023 |
| O'Sullivan Associates | NONE | $21,840 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management | NONE | $15,696 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $15,364 | not reported in the loaded dataset | 2023 |
| Waycross Partners LLC | NONE | $5,731 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 1249 Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Cicero, NY
- Umr Inc. — Schedule C compensation
- Us Rx Care — Schedule C compensation
- Keenan & Associates — Schedule C compensation
- Delta Dental — Schedule C compensation
- Teladoc, Inc — Schedule C compensation
- Pro-Flex Administrators LLC — Schedule C compensation
- Env Insurance Agency Inc — Schedule C compensation
- Blitman And King — Schedule C compensation
- Bonadio & Co, Llp — Schedule C compensation
- Davis Vision — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- Express Scripts — Schedule C compensation
- Waycross Partners LLC — Schedule C compensation