4th District Ibew Health Fund — Form 5500 plan (Joint Board Of Trustees Of 4th District Ibew Health 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, 4th District Ibew Health Fund is a benefit plan reported by Joint Board Of Trustees Of 4th District Ibew Health Fund under EIN 31-6068797 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,513 participants and $118,105,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of 4th District Ibew Health Fund
- EIN
- 31-6068797
- Plan number
- 501
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 6,513
- End-of-year plan assets
- $118,105,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,513 | H, C | 20250624113504NAL0004198499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,105,890
- Total liabilities (EOY)
- $44,618,763
- Net assets (EOY)
- $73,487,127
- Net assets (BOY)
- $54,494,059
Income & contributions
- Employer contributions
- $89,776,460
- Participant contributions
- $8,707,112
- Total contributions
- $98,483,572
- Total income / additions
- $109,692,228
Expenses & distributions
- Benefits paid
- $84,990,940
- Administrative expenses
- $5,708,220
- Total expenses
- $90,699,160
- Net increase / (decrease)
- $18,993,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | NONE | $2,531,374 | not reported in the loaded dataset | 2023 |
| Highmark West Virginia | NONE | $786,186 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $382,647 | not reported in the loaded dataset | 2023 |
| Part D Advisors | NONE | $331,253 | not reported in the loaded dataset | 2023 |
| American Health Holding | NONE | $290,297 | not reported in the loaded dataset | 2023 |
| Community Insurance Co Dba Anthem | NONE | $241,816 | not reported in the loaded dataset | 2023 |
| Lyra Health, Inc. | NONE | $190,023 | $0 | 2023 |
| Johnson Printing Company | NONE | $161,110 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $143,363 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners | NONE | $82,937 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors | NONE | $54,791 | not reported in the loaded dataset | 2023 |
| Key Bank | NONE | $52,653 | not reported in the loaded dataset | 2023 |
| Harris Hardin & Company | NONE | $52,315 | not reported in the loaded dataset | 2023 |
| Medical Review Institute | NONE | $43,316 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Company | NONE | $27,433 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $26,982 | not reported in the loaded dataset | 2023 |
| Segal Rogers Casey | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Gray, Griffith & Mays. A.C. | NONE | $20,915 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $20,457 | not reported in the loaded dataset | 2023 |
| Hyatt Regency Columbus | NONE | $11,300 | not reported in the loaded dataset | 2023 |
| Jp Morgan | NONE | $10,086 | not reported in the loaded dataset | 2023 |
| John Dascoli | NONE | $5,446 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of 4th District Ibew Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- American Benefit Corporation — Schedule C compensation
- Highmark West Virginia — Schedule C compensation
- The Segal Company — Schedule C compensation
- Part D Advisors — Schedule C compensation
- American Health Holding — Schedule C compensation
- Community Insurance Co Dba Anthem — Schedule C compensation
- Lyra Health, Inc. — Schedule C compensation
- Johnson Printing Company — Schedule C compensation
- Delta Dental — Schedule C compensation
- Ledbetter Partners — Schedule C compensation
- National Real Estate Advisors — Schedule C compensation
- Key Bank — Schedule C compensation
- Harris Hardin & Company — Schedule C compensation
- Medical Review Institute — Schedule C compensation
- Segal Select Insurance Company — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Segal Rogers Casey — Schedule C compensation
- Gray, Griffith & Mays. A.C. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Hyatt Regency Columbus — Schedule C compensation
- Jp Morgan — Schedule C compensation
- John Dascoli — Schedule C compensation