Electrical Workers Health And Welfare Fund — Form 5500 plan (Trustees Of Electrical Workers Health And Welfare 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 Health And Welfare Fund is a benefit plan reported by Trustees Of Electrical Workers Health And Welfare Fund under EIN 41-6024782 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,157 participants and $24,320,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Electrical Workers Health And Welfare Fund
- EIN
- 41-6024782
- Plan number
- 501
- Plan type
- 1
- Location
- Duluth, MN
- Latest filing year
- 2023
- Participants
- 1,157
- End-of-year plan assets
- $24,320,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,157 | H, C | 20241015012441NAL0014010675002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,320,151
- Total liabilities (EOY)
- $1,763,673
- Net assets (EOY)
- $22,556,478
- Net assets (BOY)
- $25,071,719
Income & contributions
- Employer contributions
- $19,158,917
- Participant contributions
- $2,075,059
- Total contributions
- $21,233,976
- Total income / additions
- $23,935,369
Expenses & distributions
- Benefits paid
- $26,083,263
- Administrative expenses
- $367,347
- Total expenses
- $26,450,610
- Net increase / (decrease)
- -$2,515,241
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bcbsmn, Inc. | NONE | $245,928 | $32,734 | 2023 |
| Wilson-Mcshane Corporation | NONE | $272,636 | not reported in the loaded dataset | 2023 |
| Prime Therapeutics | NONE | $27,064 | $94,319 | 2023 |
| Andrew, Bransky, & Poole, P.A. | NONE | $35,365 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $19,140 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $10,200 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $6,955 | $0 | 2023 |
| Health Dynamics | NONE | $5,064 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Electrical Workers Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Duluth, MN
- Bcbsmn, Inc. — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Prime Therapeutics — Schedule C compensation
- Andrew, Bransky, & Poole, P.A. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Health Dynamics — Schedule C compensation