Ibew 125 - Pge Health And Welfare Trust — Form 5500 plan (Ibew 125 - Pge Health And Welfare Trust Board Of Trustees)
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 125 - Pge Health And Welfare Trust is a benefit plan reported by Ibew 125 - Pge Health And Welfare Trust Board Of Trustees under EIN 93-1204757 and plan number 508. The latest loaded filing year is 2023. The filing reports 992 participants and $15,427,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew 125 - Pge Health And Welfare Trust Board Of Trustees
- EIN
- 93-1204757
- Plan number
- 508
- Plan type
- 2
- Location
- Tukwila, WA
- Latest filing year
- 2023
- Participants
- 992
- End-of-year plan assets
- $15,427,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 992 | H, C | 20241015161514NAL0016853395003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,427,963
- Total liabilities (EOY)
- $2,186,343
- Net assets (EOY)
- $13,241,620
- Net assets (BOY)
- $10,882,383
Income & contributions
- Employer contributions
- $14,670,125
- Participant contributions
- $2,428,454
- Total contributions
- $17,098,579
- Total income / additions
- $18,368,883
Expenses & distributions
- Benefits paid
- $15,029,560
- Administrative expenses
- $980,086
- Total expenses
- $16,009,646
- Net increase / (decrease)
- $2,359,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regence Bluecross Blueshield Of Or | CLAIMS PROCESSOR | $368,423 | $0 | 2023 |
| Segal Consulting | CONSULTANT | $144,900 | not reported in the loaded dataset | 2023 |
| Benesys | THIRD PARTY ADMINISTRATOR | $142,104 | not reported in the loaded dataset | 2023 |
| Moda | CLAIMS PROCESSOR | $70,377 | not reported in the loaded dataset | 2023 |
| Joseph L. Reinhart, Pc | LEGAL COUNSEL | $51,660 | not reported in the loaded dataset | 2023 |
| Quest Investment Management Inc. | INVESTMENT MANAGER | $27,417 | $0 | 2023 |
| Vision Service Plan | CLAIMS PROCESSOR | $13,884 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Us Bank Na | INVESTMENT CUSTODIAN | $8,667 | not reported in the loaded dataset | 2023 |
| Milliman Usa | ACTUARY | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew 125 - Pge Health And Welfare Trust Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tukwila, WA
- Regence Bluecross Blueshield Of Or — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Benesys — Schedule C compensation
- Moda — Schedule C compensation
- Joseph L. Reinhart, Pc — Schedule C compensation
- Quest Investment Management Inc. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Us Bank Na — Schedule C compensation
- Milliman Usa — Schedule C compensation