I. B. E. W. Local Union No. 124 Health And Welfare Fund — Form 5500 plan (Ibew-124 Health & 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, I. B. E. W. Local Union No. 124 Health And Welfare Fund is a benefit plan reported by Ibew-124 Health & Welfare Fund under EIN 44-0569165 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,612 participants and $65,260,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew-124 Health & Welfare Fund
- EIN
- 44-0569165
- Plan number
- 501
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 3,612
- End-of-year plan assets
- $65,260,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,612 | H, C | 20250612084220NAL0016316353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,260,087
- Total liabilities (EOY)
- $30,802,633
- Net assets (EOY)
- $34,457,454
- Net assets (BOY)
- $29,405,159
Income & contributions
- Employer contributions
- $52,580,255
- Participant contributions
- $3,452,022
- Total contributions
- $56,032,277
- Total income / additions
- $62,264,460
Expenses & distributions
- Benefits paid
- $54,006,740
- Administrative expenses
- $3,205,425
- Total expenses
- $57,212,165
- Net increase / (decrease)
- $5,052,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Kc | NONE | $1,544,261 | not reported in the loaded dataset | 2023 |
| Ibew Benefit Center | PARTY-IN-INTEREST | $1,136,135 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $162,009 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars & Hollins | NONE | $90,780 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $68,588 | not reported in the loaded dataset | 2023 |
| Reams Asset Management | NONE | $47,342 | not reported in the loaded dataset | 2023 |
| United States Treasury | NONE | $42,892 | not reported in the loaded dataset | 2023 |
| Rubinbrown, Llp | NONE | $30,750 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $25,341 | not reported in the loaded dataset | 2023 |
| Construction Benefits Audit Corp | NONE | $23,035 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $17,379 | $0 | 2023 |
| State Street Global Advisors | NONE | $10,000 | $0 | 2023 |
| Brotherhood Bank And Trust | NONE | $8,431 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew-124 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Blue Cross Blue Shield Of Kc — Schedule C compensation
- Ibew Benefit Center — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Reams Asset Management — Schedule C compensation
- United States Treasury — Schedule C compensation
- Rubinbrown, Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Construction Benefits Audit Corp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Brotherhood Bank And Trust — Schedule C compensation