2023 Form 5500 filing — Local No. 840 I.B.E.W. Group Insurance 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 20241004143350NAL0019786688001) for Local No. 840 I.B.E.W. Group Insurance Plan, reported by Board Of Trustees Local No. 840 Ibew Health Insurance Plan under EIN 33-1118241 and plan number 503. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004143350NAL0019786688001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local No. 840 Ibew Health Insurance Plan
- EIN
- 33-1118241
- Plan number
- 503
- Location
- Geneva, NY
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,287,561
- Total liabilities (EOY)
- $99,640
- Net assets (EOY)
- $6,187,921
- Employer contributions
- $4,026,225
- Participant contributions
- $103,087
- Total income / additions
- $4,254,209
- Benefits paid
- $2,971,903
- Administrative expenses
- $119,380
- Total expenses
- $3,091,283
- Net increase / (decrease)
- $1,162,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibew Local 840 Pension Fund | RELATED BENEFIT PLAN | $75,330 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $13,950 | not reported in the loaded dataset |
| Lifetime Benefit Solutions | NONE | $7,241 | not reported in the loaded dataset |
| Robert Pizzo, Esq. | NONE | $6,233 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | NONE | $5,217 | not reported in the loaded dataset |