Local Union No. 704 I.B.E.W. Health & Welfare Fund — Form 5500 plan (Board Of Trustees Local Union No. 704)
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, Local Union No. 704 I.B.E.W. Health & Welfare Fund is a benefit plan reported by Board Of Trustees Local Union No. 704 under EIN 23-7181744 and plan number 501. The latest loaded filing year is 2023. The filing reports 146 participants and $6,759,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local Union No. 704
- EIN
- 23-7181744
- Plan number
- 501
- Plan type
- 1
- Location
- Moline, IL
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $6,759,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241202093710NAL0002140000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,759,086
- Total liabilities (EOY)
- $3,939,408
- Net assets (EOY)
- $2,819,678
- Net assets (BOY)
- $2,646,393
Income & contributions
- Employer contributions
- $2,370,862
- Participant contributions
- $222,453
- Total contributions
- $2,593,315
- Total income / additions
- $2,782,165
Expenses & distributions
- Benefits paid
- $2,504,854
- Administrative expenses
- $104,026
- Total expenses
- $2,608,880
- Net increase / (decrease)
- $173,285
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Preferred Health Choices, LLC | NONE | $68,119 | not reported in the loaded dataset | 2023 |
| Kunkel & Associates, Inc. | NONE | $25,369 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| Rj Lee And Associates | NONE | $18,125 | not reported in the loaded dataset | 2023 |
| Schuchat, Cook, & Werner | NONE | $15,365 | not reported in the loaded dataset | 2023 |
| Teledoc Health, Inc | NONE | $8,248 | not reported in the loaded dataset | 2023 |
| Investment Consultant Group, Inc | NONE | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local Union No. 704
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Moline, IL
- Preferred Health Choices, LLC — Schedule C compensation
- Kunkel & Associates, Inc. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Rj Lee And Associates — Schedule C compensation
- Schuchat, Cook, & Werner — Schedule C compensation
- Teledoc Health, Inc — Schedule C compensation
- Investment Consultant Group, Inc — Schedule C compensation