Ibew Local 317 Supplemental Health Benefit And Trust Fund — Form 5500 plan (Joint Board Of Trustees Ibew Local 317 Sup Health 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, Ibew Local 317 Supplemental Health Benefit And Trust Fund is a benefit plan reported by Joint Board Of Trustees Ibew Local 317 Sup Health Benefit&Trust Fund under EIN 55-0751125 and plan number 501. The latest loaded filing year is 2023. The filing reports 410 participants and $9,215,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Ibew Local 317 Sup Health Benefit&Trust Fund
- EIN
- 55-0751125
- Plan number
- 501
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $9,215,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20250507080057NAL0023317858001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,215,017
- Net assets (EOY)
- $9,215,017
- Net assets (BOY)
- $8,694,620
Income & contributions
- Employer contributions
- $1,613,924
- Total contributions
- $1,613,924
- Total income / additions
- $2,376,647
Expenses & distributions
- Benefits paid
- $1,754,730
- Administrative expenses
- $101,520
- Total expenses
- $1,856,250
- Net increase / (decrease)
- $520,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Bank | NONE | $44,670 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $36,336 | not reported in the loaded dataset | 2023 |
| Gray, Griffith & Mays Ac | NONE | $9,804 | not reported in the loaded dataset | 2023 |
| John F. Dascoli, Pllc | NONE | $7,175 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Ibew Local 317 Sup Health Benefit&Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- United Bank — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Gray, Griffith & Mays Ac — Schedule C compensation
- John F. Dascoli, Pllc — Schedule C compensation