Plan5500

I.B.E.W. Local 769 Health And Welfare Fund — Form 5500 plan (Board Of Trustees I.B.E.W. Local 769 Health And 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 769 Health And Welfare Fund is a benefit plan reported by Board Of Trustees I.B.E.W. Local 769 Health And Welfare Fund under EIN 86-6056282 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,258 participants and $290,974 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees I.B.E.W. Local 769 Health And Welfare Fund
EIN
86-6056282
Plan number
501
Plan type
1
Location
Phoenix, AZ
Latest filing year
2023
Participants
1,258
End-of-year plan assets
$290,974

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,258H, C20250414215149NAL0004176144001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$290,974
Total liabilities (EOY)
$0
Net assets (EOY)
$290,974
Net assets (BOY)
$388,477

Income & contributions

Employer contributions
$126,278
Total contributions
$126,278
Total income / additions
$138,102

Expenses & distributions

Benefits paid
$103,921
Administrative expenses
$131,684
Total expenses
$235,605
Net increase / (decrease)
-$97,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Southwest Service Administrators InNONE$54,028not reported in the loaded dataset2023
Onsager, Werner & Oberg, PlcNONE$29,360not reported in the loaded dataset2023
Berry & Co., Cpa'S LtdNONE$23,122not reported in the loaded dataset2023
Segal Marco AdvisorsNONE$13,124not reported in the loaded dataset2023
Amalgamated Bank Of ChicagoNONE$125$02023

Related Form 5500 pages