2023 Form 5500 filing — Ibew Local Union 375 Electricians' Welfare Fund

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 20241001114939NAL0007019905001) for Ibew Local Union 375 Electricians' Welfare Fund, reported by Ibew Local Union 375 Electricans' Welfare Fund under EIN 23-6424575 and plan number 501. It reports 1,049 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241001114939NAL0007019905001
Filing year
2023
Form type
1
Plan sponsor
Ibew Local Union 375 Electricans' Welfare Fund
EIN
23-6424575
Plan number
501
Location
Allentown, PA
Participants
1,049
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,057,983
Total liabilities (EOY)
$1,856,530
Net assets (EOY)
$12,201,453
Employer contributions
$12,992,010
Participant contributions
$536,370
Total income / additions
$14,020,286
Benefits paid
$12,049,076
Administrative expenses
$497,147
Total expenses
$12,546,223
Net increase / (decrease)
$1,474,063
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capital Blue CrossNONE$272,888not reported in the loaded dataset
Novak Francella, LLCNONE$36,762not reported in the loaded dataset
Meyer Unkovic Scott LlpNONE$20,573not reported in the loaded dataset
Christman And CompanyNONE$17,950not reported in the loaded dataset
Sav-Rx Prescription ServicesNONE$17,454not reported in the loaded dataset
Summit Actuarial Services LLCNONE$17,400not reported in the loaded dataset
Cowden AssociatesNONE$16,500not reported in the loaded dataset
CaptrustNONE$15,381not reported in the loaded dataset
Delta Dental Of PennsylvaniaNONE$14,993not reported in the loaded dataset
Bridgeway Benefit TechnologiesNONE$12,556not reported in the loaded dataset
O'Sullivan AssociatesNONE$12,500not reported in the loaded dataset
Hill, Barth, And King LLCNONE$10,000not reported in the loaded dataset

Related Form 5500 pages