Ibew No 743 Health And Welfare Plan — Form 5500 plan (Trustees Of Ibew No 743 Health And Welfare 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, Ibew No 743 Health And Welfare Plan is a benefit plan reported by Trustees Of Ibew No 743 Health And Welfare Plan under EIN 23-6299525 and plan number 501. The latest loaded filing year is 2023. The filing reports 511 participants and $13,343,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew No 743 Health And Welfare Plan
- EIN
- 23-6299525
- Plan number
- 501
- Plan type
- 1
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 511
- End-of-year plan assets
- $13,343,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 511 | H, C | 20241014121511NAL0013261587002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,343,459
- Total liabilities (EOY)
- $1,219,169
- Net assets (EOY)
- $12,124,290
- Net assets (BOY)
- $11,308,230
Income & contributions
- Employer contributions
- $9,568,097
- Participant contributions
- $334,498
- Total contributions
- $9,902,595
- Total income / additions
- $11,069,681
Expenses & distributions
- Benefits paid
- $9,558,670
- Administrative expenses
- $694,951
- Total expenses
- $10,253,621
- Net increase / (decrease)
- $816,060
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fabian & Byrn Tpa, LLC | NONE | $60,517 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $49,208 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisors | NONE | $47,346 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott Llp | NONE | $31,146 | not reported in the loaded dataset | 2023 |
| Alan Ross And Company, Pc | NONE | $12,250 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $5,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew No 743 Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Reading, PA
- Fabian & Byrn Tpa, LLC — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- Meyer Unkovic & Scott Llp — Schedule C compensation
- Alan Ross And Company, Pc — Schedule C compensation
- Foster & Foster — Schedule C compensation