Bargaining Assoc-Steelworkers Local 14614 Health & Welfare Fund — Form 5500 plan (Bargaining Assoc. Steelworkers Local 14614 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, Bargaining Assoc-Steelworkers Local 14614 Health & Welfare Fund is a benefit plan reported by Bargaining Assoc. Steelworkers Local 14614 Health & Welfare Fund under EIN 55-6064846 and plan number 501. The latest loaded filing year is 2023. The filing reports 567 participants and $5,319,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bargaining Assoc. Steelworkers Local 14614 Health & Welfare Fund
- EIN
- 55-6064846
- Plan number
- 501
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 567
- End-of-year plan assets
- $5,319,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20250317133007NAL0002963376003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,319,371
- Total liabilities (EOY)
- $1,263,592
- Net assets (EOY)
- $4,055,779
- Net assets (BOY)
- $4,281,175
Income & contributions
- Employer contributions
- $8,760,009
- Participant contributions
- $186,560
- Total contributions
- $8,946,569
- Total income / additions
- $9,211,387
Expenses & distributions
- Benefits paid
- $9,204,498
- Administrative expenses
- $232,285
- Total expenses
- $9,436,783
- Net increase / (decrease)
- -$225,396
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr | CONTRACT ADMINISTRATION | $136,543 | not reported in the loaded dataset | 2023 |
| Highmark Bc Bs West Virginia | CLAIMS ADMINISRATOR | $45,838 | $0 | 2023 |
| Genesis Benefit Solutions, Inc. | CONSULTANT | $23,388 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT CONSULTANT | $10,282 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
| Truist Bank | CUSTODIAN | $8,027 | not reported in the loaded dataset | 2023 |
| John Dascoli Pllc | ATTORNEY | $4,140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bargaining Assoc. Steelworkers Local 14614 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Umr — Schedule C compensation
- Highmark Bc Bs West Virginia — Schedule C compensation
- Genesis Benefit Solutions, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Truist Bank — Schedule C compensation
- John Dascoli Pllc — Schedule C compensation