H & W Trust Fd For Iuoe Local 99 & 99a — Form 5500 plan (Bd Tees H&W Trust Fd For Iuoe L 99&99a)
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, H & W Trust Fd For Iuoe Local 99 & 99a is a benefit plan reported by Bd Tees H&W Trust Fd For Iuoe L 99&99a under EIN 52-6072849 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,033 participants and $70,305,276 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Tees H&W Trust Fd For Iuoe L 99&99a
- EIN
- 52-6072849
- Plan number
- 501
- Plan type
- 1
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 3,033
- End-of-year plan assets
- $70,305,276
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,033 | H, C | 20241015164946NAL0030399921002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,305,276
- Total liabilities (EOY)
- $9,358,051
- Net assets (EOY)
- $60,947,225
- Net assets (BOY)
- $53,102,443
Income & contributions
- Employer contributions
- $50,170,947
- Participant contributions
- $2,397,862
- Total contributions
- $52,568,809
- Total income / additions
- $60,874,167
Expenses & distributions
- Benefits paid
- $51,267,653
- Administrative expenses
- $1,761,732
- Total expenses
- $53,029,385
- Net increase / (decrease)
- $7,844,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Decision Science, Inc | NONE | $746,831 | not reported in the loaded dataset | 2023 |
| Complete Claim Solutions, Inc. | NONE | $411,000 | not reported in the loaded dataset | 2023 |
| American Health Holding, Inc | NONE | $285,021 | not reported in the loaded dataset | 2023 |
| Ncas (Carefirst Ppo) | NONE | $158,237 | not reported in the loaded dataset | 2023 |
| Baldwin Law Group, Llp | NONE | $83,431 | not reported in the loaded dataset | 2023 |
| American Healthcare Alliance | NONE | $74,792 | not reported in the loaded dataset | 2023 |
| Cigna Dental | NONE | $51,725 | not reported in the loaded dataset | 2023 |
| Optumrx | NONE | $39,800 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates, Inc | NONE | $25,000 | $0 | 2023 |
| Doyle Printing & Offset Co., Inc | NONE | $24,115 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Goldberg & Banks, P.C. | NONE | $22,163 | not reported in the loaded dataset | 2023 |
| National Vision Administrator | NONE | $17,403 | not reported in the loaded dataset | 2023 |
| Daniel A. Winters & Company, Cpas | NONE | $12,195 | not reported in the loaded dataset | 2023 |
| Accent Printers, Inc. | NONE | $10,823 | not reported in the loaded dataset | 2023 |
| Law Offices Of Robert E. Paul, Pllc | NONE | $5,268 | not reported in the loaded dataset | 2023 |
| M & T Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Tees H&W Trust Fd For Iuoe L 99&99a
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Decision Science, Inc — Schedule C compensation
- Complete Claim Solutions, Inc. — Schedule C compensation
- American Health Holding, Inc — Schedule C compensation
- Ncas (Carefirst Ppo) — Schedule C compensation
- Baldwin Law Group, Llp — Schedule C compensation
- American Healthcare Alliance — Schedule C compensation
- Cigna Dental — Schedule C compensation
- Optumrx — Schedule C compensation
- Raymond James & Associates, Inc — Schedule C compensation
- Doyle Printing & Offset Co., Inc — Schedule C compensation
- Bolton Partners, Inc — Schedule C compensation
- Goldberg & Banks, P.C. — Schedule C compensation
- National Vision Administrator — Schedule C compensation
- Daniel A. Winters & Company, Cpas — Schedule C compensation
- Accent Printers, Inc. — Schedule C compensation
- Law Offices Of Robert E. Paul, Pllc — Schedule C compensation
- M & T Bank — Schedule C compensation