Ibew Local 300 Health & Welfare — Form 5500 plan (Ibew Local 300 Health And Welfare)
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 300 Health & Welfare is a benefit plan reported by Ibew Local 300 Health And Welfare under EIN 23-7293087 and plan number 502. The latest loaded filing year is 2023. The filing reports 282 participants and $2,999,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 300 Health And Welfare
- EIN
- 23-7293087
- Plan number
- 502
- Plan type
- 1
- Location
- South Burlington, VT
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $2,999,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20250414160209NAL0003487216003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,999,250
- Total liabilities (EOY)
- $672,407
- Net assets (EOY)
- $2,326,843
- Net assets (BOY)
- $2,927,397
Income & contributions
- Employer contributions
- $3,915,190
- Participant contributions
- $250,328
- Total contributions
- $4,165,518
- Total income / additions
- $4,316,321
Expenses & distributions
- Benefits paid
- $4,249,665
- Administrative expenses
- $667,210
- Total expenses
- $4,916,875
- Net increase / (decrease)
- -$600,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bcbs Vt | NONE | $96,371 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Krakow, Souris And Landry | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Manzi & Associates LLC | NONE | $16,641 | not reported in the loaded dataset | 2023 |
| North East Benefits | NONE | $15,872 | not reported in the loaded dataset | 2023 |
| Cba Blue | CONTRACT ADMINISTRATOR | $8,307 | not reported in the loaded dataset | 2023 |
| Kestra Financial | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 300 Health And Welfare
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in South Burlington, VT
- Bcbs Vt — Schedule C compensation
- Cbiz Benefits — Schedule C compensation
- Krakow, Souris And Landry — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- North East Benefits — Schedule C compensation
- Cba Blue — Schedule C compensation
- Kestra Financial — Schedule C compensation