Local Union Ibew 212 Health And Welfare — Form 5500 plan (Local 212, Ibew Health & 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, Local Union Ibew 212 Health And Welfare is a benefit plan reported by Local 212, Ibew Health & Welfare Trust Fund under EIN 31-0782819 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,533 participants and $36,192,488 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 212, Ibew Health & Welfare Trust Fund
- EIN
- 31-0782819
- Plan number
- 502
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 1,533
- End-of-year plan assets
- $36,192,488
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,533 | H, C | 20250204083008NAL0003818947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,192,488
- Total liabilities (EOY)
- $9,572,008
- Net assets (EOY)
- $26,620,480
- Net assets (BOY)
- $25,132,940
Income & contributions
- Employer contributions
- $17,301,980
- Participant contributions
- $2,180,597
- Total contributions
- $20,322,020
- Total income / additions
- $22,796,836
Expenses & distributions
- Benefits paid
- $19,390,206
- Administrative expenses
- $1,919,090
- Total expenses
- $21,309,296
- Net increase / (decrease)
- $1,487,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everside Healthcare | NONE | $909,691 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross And Blue Shield | NONE | $573,697 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $372,042 | not reported in the loaded dataset | 2023 |
| Mcgohan Braebender Agency,Inc | NONE | $83,287 | $64,090 | 2023 |
| Ledbetter Parisi LLC | NONE | $62,585 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $53,562 | not reported in the loaded dataset | 2023 |
| Included Health, Inc. | NONE | $41,874 | not reported in the loaded dataset | 2023 |
| Kelley Galloway Smith Goolsby, Psc | NONE | $40,468 | not reported in the loaded dataset | 2023 |
| Cuni Rust And Strenk | NONE | $37,297 | not reported in the loaded dataset | 2023 |
| Labcorp | NONE | $32,212 | not reported in the loaded dataset | 2023 |
| Bethesda Health Care | NONE | $31,043 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $17,687 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | NONE | $10,259 | $0 | 2023 |
| Sav-Rx | NONE | $845 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 212, Ibew Health & Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Everside Healthcare — Schedule C compensation
- Anthem Blue Cross And Blue Shield — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Mcgohan Braebender Agency,Inc — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- National Investment Services — Schedule C compensation
- Included Health, Inc. — Schedule C compensation
- Kelley Galloway Smith Goolsby, Psc — Schedule C compensation
- Cuni Rust And Strenk — Schedule C compensation
- Labcorp — Schedule C compensation
- Bethesda Health Care — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- Sav-Rx — Schedule C compensation