2023 Form 5500 filing — I.B.E.W. Local 728 Family Healthcare Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712140449NAL0017728209001) for I.B.E.W. Local 728 Family Healthcare Plan, reported by Trustees Of I.B.E.W. Local 728 Family Healthcare Plan under EIN 59-6134297 and plan number 501. It reports 841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712140449NAL0017728209001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of I.B.E.W. Local 728 Family Healthcare Plan
- EIN
- 59-6134297
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 841
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,478,150
- Total liabilities (EOY)
- $42,938
- Net assets (EOY)
- $7,435,212
- Employer contributions
- $11,136,741
- Participant contributions
- $88,259
- Total income / additions
- $11,356,565
- Benefits paid
- $8,767,147
- Administrative expenses
- $376,964
- Total expenses
- $9,144,111
- Net increase / (decrease)
- $2,212,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Neba, Inc | NONE | $133,840 | not reported in the loaded dataset |
| Sugarman And Susskind P.A. | NONE | $75,616 | not reported in the loaded dataset |
| Brown & Brown | NONE | $50,400 | not reported in the loaded dataset |
| Ibew Local No. 728 Union | RELATED LABOR UNION | $44,745 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $21,200 | not reported in the loaded dataset |
| Profund Solutions LLC | NONE | $8,100 | not reported in the loaded dataset |
| Captrust | NONE | $6,094 | not reported in the loaded dataset |