2023 Form 5500 filing — Ibew Local 613 & Contrib Employers Family Health
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 20240821104719NAL0006115024001) for Ibew Local 613 & Contrib Employers Family Health, reported by Trustees Of Ibew Local 613 & Contrib Employers Family under EIN 58-6042175 and plan number 501. It reports 4,810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821104719NAL0006115024001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local 613 & Contrib Employers Family
- EIN
- 58-6042175
- Plan number
- 501
- Location
- Atlanta, GA
- Participants
- 4,810
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,657,867
- Total liabilities (EOY)
- $6,503,128
- Net assets (EOY)
- $80,154,739
- Employer contributions
- $69,830,346
- Participant contributions
- $2,565,037
- Total income / additions
- $81,115,667
- Benefits paid
- $65,338,304
- Administrative expenses
- $1,520,127
- Total expenses
- $66,858,431
- Net increase / (decrease)
- $14,257,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Healthcare | NONE | $2,015,014 | $0 |
| National Employee Benefits Admin. | NONE | $1,039,589 | not reported in the loaded dataset |
| Atlanta Capital | NONE | $119,930 | not reported in the loaded dataset |
| Arnall Golden Gregory | NONE | $108,025 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $52,929 | not reported in the loaded dataset |
| Bha Consulting Services LLC | NONE | $45,237 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $40,514 | not reported in the loaded dataset |
| Included Health | NONE | $39,211 | not reported in the loaded dataset |
| Top Drawer | NONE | $28,236 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $6,000 | not reported in the loaded dataset |
| Us Bank | NONE | $5,151 | not reported in the loaded dataset |