Ibew Local 332 Health And Welfare Plan — Form 5500 plan (Board Of Trustees, Ibew Local 332 Health And Welfare)
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 332 Health And Welfare Plan is a benefit plan reported by Board Of Trustees, Ibew Local 332 Health And Welfare under EIN 94-6401540 and plan number 509. The latest loaded filing year is 2023. The filing reports 3,441 participants and $157,773,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 332 Health And Welfare
- EIN
- 94-6401540
- Plan number
- 509
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 3,441
- End-of-year plan assets
- $157,773,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,441 | H, C | 20241016022508NAL0031305697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,773,215
- Total liabilities (EOY)
- $48,822,612
- Net assets (EOY)
- $108,950,603
- Net assets (BOY)
- $73,174,830
Income & contributions
- Employer contributions
- $58,202,459
- Participant contributions
- $11,548,089
- Total contributions
- $69,750,548
- Total income / additions
- $78,378,864
Expenses & distributions
- Benefits paid
- $40,226,893
- Administrative expenses
- $2,376,198
- Total expenses
- $42,603,091
- Net increase / (decrease)
- $35,775,773
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $750,986 | not reported in the loaded dataset | 2023 |
| Blue Cross | NONE | $333,463 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $182,937 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $142,686 | not reported in the loaded dataset | 2023 |
| Psg Consulting LLC | NONE | $90,738 | not reported in the loaded dataset | 2023 |
| Smart Source Critical Communication | NONE | $82,595 | not reported in the loaded dataset | 2023 |
| Beat It | NONE | $71,405 | not reported in the loaded dataset | 2023 |
| Joseph Herrle | NONE | $63,540 | $0 | 2023 |
| First Dental Health | NONE | $57,766 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein | NONE | $52,961 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $49,535 | not reported in the loaded dataset | 2023 |
| American Health Holding | NONE | $47,674 | not reported in the loaded dataset | 2023 |
| Concentra Preferred Systems | NONE | $47,674 | not reported in the loaded dataset | 2023 |
| Voya Investment Management | NONE | $40,788 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $26,587 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Maxor Plus, Ltd. | NONE | $15,851 | not reported in the loaded dataset | 2023 |
| Ibew Local 332 | NONE | $13,056 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $11,896 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 332 Health And Welfare
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services — Schedule C compensation
- Blue Cross — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Psg Consulting LLC — Schedule C compensation
- Smart Source Critical Communication — Schedule C compensation
- Beat It — Schedule C compensation
- Joseph Herrle — Schedule C compensation
- First Dental Health — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- American Health Holding — Schedule C compensation
- Concentra Preferred Systems — Schedule C compensation
- Voya Investment Management — Schedule C compensation
- Nwps — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Maxor Plus, Ltd. — Schedule C compensation
- Ibew Local 332 — Schedule C compensation
- Matrix Trust Company — Schedule C compensation