Iron Workers Dist. Council Philadelphia & Vicinity Health Benefits Plan — Form 5500 plan (Iron Workers Dist. Council Phila. & Vic. Welfare Plan Board Of Trustee)
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 Dist. Council Philadelphia & Vicinity Health Benefits Plan is a benefit plan reported by Iron Workers Dist. Council Phila. & Vic. Welfare Plan Board Of Trustee under EIN 23-1599740 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,741 participants and $57,615,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Dist. Council Phila. & Vic. Welfare Plan Board Of Trustee
- EIN
- 23-1599740
- Plan number
- 501
- Plan type
- 1
- Location
- Springfield, NJ
- Latest filing year
- 2023
- Participants
- 1,741
- End-of-year plan assets
- $57,615,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,741 | H, C | 20250708185835NAL0002438483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,615,749
- Total liabilities (EOY)
- $3,152,133
- Net assets (EOY)
- $54,463,616
- Net assets (BOY)
- $41,321,975
Income & contributions
- Employer contributions
- $35,879,791
- Participant contributions
- $329,968
- Total contributions
- $36,209,759
- Total income / additions
- $41,140,834
Expenses & distributions
- Benefits paid
- $26,381,678
- Administrative expenses
- $1,617,515
- Total expenses
- $27,999,193
- Net increase / (decrease)
- $13,141,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iron Workers Local 11 Welfare Fund | NONE | $630,022 | not reported in the loaded dataset | 2023 |
| Independence Blue Cross | NONE | $506,145 | not reported in the loaded dataset | 2023 |
| Bolton Partners | NONE | $182,596 | not reported in the loaded dataset | 2023 |
| Benecard | NONE | $179,820 | not reported in the loaded dataset | 2023 |
| Daniel Jordan | EMPLOYEE | $93,052 | not reported in the loaded dataset | 2023 |
| Bonnie Landsmann | EMPLOYEE | $92,729 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $74,932 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $57,619 | $0 | 2023 |
| Leader Data Processing | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Kathleen Rowe | EMPLOYEE | $43,802 | not reported in the loaded dataset | 2023 |
| Cleary & Josem, Llp | NONE | $43,411 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $39,600 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan, Pc | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Allied Trade | NONE | $29,616 | not reported in the loaded dataset | 2023 |
| Weaver Barksdale & Associates | NONE | $9,365 | not reported in the loaded dataset | 2023 |
| National Vision Administrators | NONE | $9,350 | not reported in the loaded dataset | 2023 |
| Olmec System LLC | NONE | $8,963 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Dist. Council Phila. & Vic. Welfare Plan Board Of Trustee
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Springfield, NJ
- Iron Workers Local 11 Welfare Fund — Schedule C compensation
- Independence Blue Cross — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Benecard — Schedule C compensation
- Daniel Jordan — Schedule C compensation
- Bonnie Landsmann — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Leader Data Processing — Schedule C compensation
- Kathleen Rowe — Schedule C compensation
- Cleary & Josem, Llp — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Susanin Widman & Brennan, Pc — Schedule C compensation
- Allied Trade — Schedule C compensation
- Weaver Barksdale & Associates — Schedule C compensation
- National Vision Administrators — Schedule C compensation
- Olmec System LLC — Schedule C compensation