Plan5500

Ibew 292 Health Care Plan — Form 5500 plan (Trustees Of Ibew 292 Health Care Plan)

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 292 Health Care Plan is a benefit plan reported by Trustees Of Ibew 292 Health Care Plan under EIN 41-1384754 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,551 participants and $200,546,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Ibew 292 Health Care Plan
EIN
41-1384754
Plan number
501
Plan type
1
Location
Brooklyn Park, MN
Latest filing year
2023
Participants
4,551
End-of-year plan assets
$200,546,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,551H, C20250214133601NAL0013772483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$200,546,784
Total liabilities (EOY)
$8,298,959
Net assets (EOY)
$192,247,825
Net assets (BOY)
$179,802,438

Income & contributions

Employer contributions
$67,350,452
Participant contributions
$5,266,612
Total contributions
$72,617,064
Total income / additions
$84,344,771

Expenses & distributions

Benefits paid
$69,588,442
Administrative expenses
$2,310,942
Total expenses
$71,899,384
Net increase / (decrease)
$12,445,387

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Healthcare Insurance CompanyNONE$1,432,368$8,5602023
Shumaker, Loop & Kendrick, LlpNONE$386,061not reported in the loaded dataset2023
Team LLCNONE$223,162not reported in the loaded dataset2023
Ddmn Aso, LLCNONE$211,044not reported in the loaded dataset2023
Carla GruetzmacherEMPLOYEE$209,955not reported in the loaded dataset2023
Ann KellenEMPLOYEE$179,032not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesNONE$140,476not reported in the loaded dataset2023
Megan EspedalEMPLOYEE$119,301not reported in the loaded dataset2023
Arbor Ridge LLCNONE$118,443not reported in the loaded dataset2023
Sharon HaferkornEMPLOYEE$110,185not reported in the loaded dataset2023
Wendee LockEMPLOYEE$109,095not reported in the loaded dataset2023
Galliard Capital Management, LLCNONE$107,605not reported in the loaded dataset2023
United Actuarial ServicesNONE$102,800not reported in the loaded dataset2023
Molly KniefelEMPLOYEE$102,530not reported in the loaded dataset2023
Jael LangEMPLOYEE$88,775not reported in the loaded dataset2023
Tierra CromwellEMPLOYEE$85,053not reported in the loaded dataset2023
Dorene MartineauEMPLOYEE$84,294not reported in the loaded dataset2023
Stephanie ColburnEMPLOYEE$84,265not reported in the loaded dataset2023
Sav-Rx Prescription ServicesNONE$83,814not reported in the loaded dataset2023
Ashley JeffersonEMPLOYEE$70,290not reported in the loaded dataset2023
Kimberly OdenbrettEMPLOYEE$63,842not reported in the loaded dataset2023
Union Bank & Trust CompanyNONE$61,841$02023
Vision Service PlanNONE$61,776not reported in the loaded dataset2023
Kutak Rock LlpNONE$51,316not reported in the loaded dataset2023
Nology NetworksNONE$43,709not reported in the loaded dataset2023
Asmed Health, LLCNONE$35,976not reported in the loaded dataset2023
Legacy Professionals LlpNONE$34,193not reported in the loaded dataset2023
Health Care Service AdvisorsNONE$32,814not reported in the loaded dataset2023
Level 3 CommunicationsNONE$25,301not reported in the loaded dataset2023
Corvel Healthcare CorporationNONE$20,799not reported in the loaded dataset2023
Loomis Sayles Trust CompanyNONE$19,797not reported in the loaded dataset2023
Segal Marco AdvisorsNONE$15,000not reported in the loaded dataset2023
System DesignsNONE$14,714not reported in the loaded dataset2023
Us Bank FinanceNONE$14,026not reported in the loaded dataset2023

Related Form 5500 pages