Steubenville Electrical Welfare Fund — Form 5500 plan (Ibew Local No 246 Welfare Fund Board Of Trustees)
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, Steubenville Electrical Welfare Fund is a benefit plan reported by Ibew Local No 246 Welfare Fund Board Of Trustees under EIN 34-6537195 and plan number 501. The latest loaded filing year is 2023. The filing reports 254 participants and $5,829,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local No 246 Welfare Fund Board Of Trustees
- EIN
- 34-6537195
- Plan number
- 501
- Plan type
- 1
- Location
- Steubenville, OH
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $5,829,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20250414120012NAL0000762547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,829,708
- Total liabilities (EOY)
- $495,502
- Net assets (EOY)
- $5,334,206
- Net assets (BOY)
- $4,145,237
Income & contributions
- Employer contributions
- $4,080,744
- Participant contributions
- $573,514
- Total contributions
- $4,654,258
- Total income / additions
- $5,038,497
Expenses & distributions
- Benefits paid
- $3,487,590
- Administrative expenses
- $361,938
- Total expenses
- $3,849,528
- Net increase / (decrease)
- $1,188,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $93,555 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $92,324 | not reported in the loaded dataset | 2023 |
| Macala & Piatt LLC | NONE | $34,217 | not reported in the loaded dataset | 2023 |
| The Horton Group | NONE | $31,667 | not reported in the loaded dataset | 2023 |
| Dgperry | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott Llp | NONE | $15,720 | not reported in the loaded dataset | 2023 |
| Acrisure | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Ibew Local Union 246 | NONE | $6,720 | not reported in the loaded dataset | 2023 |
| Segal Advisors | NONE | $5,866 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local No 246 Welfare Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Steubenville, OH
- Benesys — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Macala & Piatt LLC — Schedule C compensation
- The Horton Group — Schedule C compensation
- Dgperry — Schedule C compensation
- Meyer, Unkovic & Scott Llp — Schedule C compensation
- Acrisure — Schedule C compensation
- Ibew Local Union 246 — Schedule C compensation
- Segal Advisors — Schedule C compensation