Ironworkers Intermountain Health & Welfare Trust — Form 5500 plan (Ironworkers Intermountain Health & Welfare Trust)
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, Ironworkers Intermountain Health & Welfare Trust is a benefit plan reported by Ironworkers Intermountain Health & Welfare Trust under EIN 87-6123188 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,535 participants and $44,251,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ironworkers Intermountain Health & Welfare Trust
- EIN
- 87-6123188
- Plan number
- 501
- Plan type
- 1
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 1,535
- End-of-year plan assets
- $44,251,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,535 | H, C | 20250815200301NAL0006010723002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,251,641
- Total liabilities (EOY)
- $9,685,296
- Net assets (EOY)
- $34,566,345
- Net assets (BOY)
- $28,308,368
Income & contributions
- Employer contributions
- $21,625,189
- Participant contributions
- $620,094
- Total contributions
- $22,245,283
- Total income / additions
- $27,158,476
Expenses & distributions
- Benefits paid
- $19,204,249
- Administrative expenses
- $1,696,250
- Total expenses
- $20,900,499
- Net increase / (decrease)
- $6,257,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Saverx | not reported in the loaded dataset | $2,123,852 | not reported in the loaded dataset | 2023 |
| Cigna Health & Life Insurance Co | not reported in the loaded dataset | $519,219 | not reported in the loaded dataset | 2023 |
| Benesys Administrators | not reported in the loaded dataset | $294,552 | not reported in the loaded dataset | 2023 |
| Compusys Of Utah, Inc. | not reported in the loaded dataset | $254,257 | not reported in the loaded dataset | 2023 |
| Mmpl | not reported in the loaded dataset | $177,977 | not reported in the loaded dataset | 2023 |
| Rael Letson | not reported in the loaded dataset | $138,519 | not reported in the loaded dataset | 2023 |
| Haynie & Company | not reported in the loaded dataset | $101,671 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | not reported in the loaded dataset | $33,996 | not reported in the loaded dataset | 2023 |
| Teladoc Health Inc | not reported in the loaded dataset | $28,916 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | not reported in the loaded dataset | $21,902 | not reported in the loaded dataset | 2023 |
| Us Bank | not reported in the loaded dataset | $9,520 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | not reported in the loaded dataset | $5,915 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ironworkers Intermountain Health & Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- Saverx — Schedule C compensation
- Cigna Health & Life Insurance Co — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- Compusys Of Utah, Inc. — Schedule C compensation
- Mmpl — Schedule C compensation
- Rael Letson — Schedule C compensation
- Haynie & Company — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Teladoc Health Inc — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation