2023 Form 5500 filing — Iron Workers Local 28 Health & 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 20241010143928NAL0040507362002) for Iron Workers Local 28 Health & Welfare Fund, reported by Iron Workers Local 28 Health & Welfare Fund Of Richmond Virginia Area under EIN 54-6068836 and plan number 501. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143928NAL0040507362002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Local 28 Health & Welfare Fund Of Richmond Virginia Area
- EIN
- 54-6068836
- Plan number
- 501
- Location
- Roanoke, VA
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,417,624
- Total liabilities (EOY)
- $135,345
- Net assets (EOY)
- $12,282,279
- Employer contributions
- $3,114,103
- Participant contributions
- $5,229
- Total income / additions
- $4,332,900
- Benefits paid
- $3,808,004
- Administrative expenses
- $237,276
- Total expenses
- $4,045,280
- Net increase / (decrease)
- $287,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| L.C Musgove Associates | NONE | $130,092 | not reported in the loaded dataset |
| American Benefit Group | NONE | $32,500 | not reported in the loaded dataset |
| Bha Consulting LLC | NONE | $26,130 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue, Llp | NONE | $24,740 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $18,846 | not reported in the loaded dataset |