Ibew Local 613 & Contrib Employers Family Health — Form 5500 plan (Trustees Of Ibew Local 613 & Contrib Employers Family)
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 613 & Contrib Employers Family Health is a benefit plan reported by Trustees Of Ibew Local 613 & Contrib Employers Family under EIN 58-6042175 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,810 participants and $86,657,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local 613 & Contrib Employers Family
- EIN
- 58-6042175
- Plan number
- 501
- Plan type
- 1
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 4,810
- End-of-year plan assets
- $86,657,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,810 | H, C | 20240821104719NAL0006115024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,657,867
- Total liabilities (EOY)
- $6,503,128
- Net assets (EOY)
- $80,154,739
- Net assets (BOY)
- $65,897,503
Income & contributions
- Employer contributions
- $69,830,346
- Participant contributions
- $2,565,037
- Total contributions
- $72,395,383
- Total income / additions
- $81,115,667
Expenses & distributions
- Benefits paid
- $65,338,304
- Administrative expenses
- $1,520,127
- Total expenses
- $66,858,431
- Net increase / (decrease)
- $14,257,236
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Healthcare | NONE | $2,015,014 | $0 | 2023 |
| National Employee Benefits Admin. | NONE | $1,039,589 | not reported in the loaded dataset | 2023 |
| Atlanta Capital | NONE | $119,930 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory | NONE | $108,025 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $52,929 | not reported in the loaded dataset | 2023 |
| Bha Consulting Services LLC | NONE | $45,237 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $40,514 | not reported in the loaded dataset | 2023 |
| Included Health | NONE | $39,211 | not reported in the loaded dataset | 2023 |
| Top Drawer | NONE | $28,236 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $5,151 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local 613 & Contrib Employers Family
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Cigna Healthcare — Schedule C compensation
- National Employee Benefits Admin. — Schedule C compensation
- Atlanta Capital — Schedule C compensation
- Arnall Golden Gregory — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Bha Consulting Services LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Included Health — Schedule C compensation
- Top Drawer — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Us Bank — Schedule C compensation