2023 Form 5500 filing — Ibew Local Union 575 Retiree Health Benefit Plan A
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 20241007161113NAL0015483185002) for Ibew Local Union 575 Retiree Health Benefit Plan A, reported by Jt Bd Of Trustees Ibew Lu 575 Retiree Health Benefit Plan And Trust under EIN 31-1444185 and plan number 501. It reports 865 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007161113NAL0015483185002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Bd Of Trustees Ibew Lu 575 Retiree Health Benefit Plan And Trust
- EIN
- 31-1444185
- Plan number
- 501
- Location
- Ona, WV
- Participants
- 865
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,498,760
- Total liabilities (EOY)
- $800
- Net assets (EOY)
- $2,497,960
- Employer contributions
- $774,978
- Total income / additions
- $864,354
- Benefits paid
- $491,028
- Administrative expenses
- $31,098
- Total expenses
- $522,126
- Net increase / (decrease)
- $342,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Benefit Corporation | NONE | $15,955 | not reported in the loaded dataset |
| Gray, Griffith & Mays, A.C. | NONE | $6,432 | not reported in the loaded dataset |