Electrical Workers Benefit Plan — Form 5500 plan (Board Of Trustees Of Electrical Workers Benefit 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, Electrical Workers Benefit Plan is a benefit plan reported by Board Of Trustees Of Electrical Workers Benefit Trust Fund under EIN 35-0851694 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,705 participants and $187,230,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Electrical Workers Benefit Trust Fund
- EIN
- 35-0851694
- Plan number
- 501
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 2,705
- End-of-year plan assets
- $187,230,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,705 | H, C | 20241014134754NAL0044743856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $187,230,122
- Total liabilities (EOY)
- $4,870,042
- Net assets (EOY)
- $182,360,080
- Net assets (BOY)
- $154,449,870
Income & contributions
- Employer contributions
- $44,762,481
- Participant contributions
- $2,788,449
- Total contributions
- $47,550,930
- Total income / additions
- $67,076,218
Expenses & distributions
- Benefits paid
- $37,691,116
- Administrative expenses
- $1,474,892
- Total expenses
- $39,166,008
- Net increase / (decrease)
- $27,910,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $1,171,359 | not reported in the loaded dataset | 2023 |
| Hello Heart | NONE | $209,328 | $0 | 2023 |
| Laura Duke | EMPLOYEE | $122,752 | not reported in the loaded dataset | 2023 |
| Tonya Benz | EMPLOYEE | $115,665 | not reported in the loaded dataset | 2023 |
| Delta Dental Plan Of Indiana | NONE | $110,958 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $99,082 | $0 | 2023 |
| United Actuarial Services | NONE | $82,709 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologes, LLC | NONE | $77,215 | not reported in the loaded dataset | 2023 |
| Kara Funk | EMPLOYEE | $71,696 | not reported in the loaded dataset | 2023 |
| Conifer | NONE | $70,738 | $0 | 2023 |
| Whitney King | EMPLOYEE | $68,038 | not reported in the loaded dataset | 2023 |
| David Ray | ADMINISTRATOR | $67,200 | not reported in the loaded dataset | 2023 |
| Amy Scheible | EMPLOYEE | $67,123 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | NONE | $67,113 | not reported in the loaded dataset | 2023 |
| Lisa Smith | EMPLOYEE | $61,170 | not reported in the loaded dataset | 2023 |
| Deroy & Devereaux | NONE | $47,302 | $0 | 2023 |
| Sierra | NONE | $42,072 | $0 | 2023 |
| Sword Health | NONE | $41,123 | $0 | 2023 |
| Savrx | NONE | $40,529 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $39,162 | not reported in the loaded dataset | 2023 |
| Andco Consulting LLC | NONE | $34,000 | not reported in the loaded dataset | 2023 |
| Farr Miller & Washington | NONE | $33,958 | $0 | 2023 |
| Quest Investment Management | NONE | $11,481 | $0 | 2023 |
| M2 Performance Strategies | NONE | $7,716 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Electrical Workers Benefit Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Anthem Insurance Companies, Inc. — Schedule C compensation
- Hello Heart — Schedule C compensation
- Laura Duke — Schedule C compensation
- Tonya Benz — Schedule C compensation
- Delta Dental Plan Of Indiana — Schedule C compensation
- Pnc Bank — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Bridgeway Benefit Technologes, LLC — Schedule C compensation
- Kara Funk — Schedule C compensation
- Conifer — Schedule C compensation
- Whitney King — Schedule C compensation
- David Ray — Schedule C compensation
- Amy Scheible — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Lisa Smith — Schedule C compensation
- Deroy & Devereaux — Schedule C compensation
- Sierra — Schedule C compensation
- Sword Health — Schedule C compensation
- Savrx — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Andco Consulting LLC — Schedule C compensation
- Farr Miller & Washington — Schedule C compensation
- Quest Investment Management — Schedule C compensation
- M2 Performance Strategies — Schedule C compensation