Ibew Local 712 Welfare Trust Fund — Form 5500 plan (Ibew Local 712 Welfare Trust 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 712 Welfare Trust Fund is a benefit plan reported by Ibew Local 712 Welfare Trust Fund under EIN 25-6037360 and plan number 501. The latest loaded filing year is 2023. The filing reports 643 participants and $90,122,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 712 Welfare Trust Fund
- EIN
- 25-6037360
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 643
- End-of-year plan assets
- $90,122,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 643 | H, C | 20241014153321NAL0026583713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,122,455
- Total liabilities (EOY)
- $1,785,407
- Net assets (EOY)
- $88,337,048
- Net assets (BOY)
- $83,064,117
Income & contributions
- Employer contributions
- $10,688,618
- Participant contributions
- $67,171
- Total contributions
- $10,755,789
- Total income / additions
- $16,003,745
Expenses & distributions
- Benefits paid
- $9,971,839
- Administrative expenses
- $758,975
- Total expenses
- $10,730,814
- Net increase / (decrease)
- $5,272,931
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cds Administrators | NONE | $301,678 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $131,651 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott Llp | NONE | $52,805 | not reported in the loaded dataset | 2023 |
| American Health Holdings | NONE | $48,472 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $44,400 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $28,059 | not reported in the loaded dataset | 2023 |
| Zakipoint Health | NONE | $7,643 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 712 Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Cds Administrators — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Meyer, Unkovic & Scott Llp — Schedule C compensation
- American Health Holdings — Schedule C compensation
- Segal — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Zakipoint Health — Schedule C compensation