2023 Form 5500 filing — 143 Ibew Benefit Funds 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 20241014090237NAL0026870033001) for 143 Ibew Benefit Funds Health & Welfare Fund, reported by Ibew 143 Benefit Funds-Health & Welfare Fund under EIN 23-6537047 and plan number 501. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090237NAL0026870033001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew 143 Benefit Funds-Health & Welfare Fund
- EIN
- 23-6537047
- Plan number
- 501
- Location
- Harrisburg, PA
- Participants
- 489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,112,037
- Total liabilities (EOY)
- $1,135,819
- Net assets (EOY)
- $14,976,218
- Employer contributions
- $9,043,609
- Participant contributions
- $739,879
- Total income / additions
- $12,001,757
- Benefits paid
- $9,718,247
- Administrative expenses
- $599,312
- Total expenses
- $10,317,559
- Net increase / (decrease)
- $1,684,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| D H Evans Tpa LLC Dba Path Admin | NONE | $283,041 | not reported in the loaded dataset |
| Meritain Health | NONE | $92,817 | not reported in the loaded dataset |
| Benecard | NONE | $67,664 | not reported in the loaded dataset |
| Pfm Advisors | NONE | $34,401 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $28,140 | not reported in the loaded dataset |
| Packer Thomas | NONE | $15,392 | not reported in the loaded dataset |
| United Concordia | NONE | $12,884 | not reported in the loaded dataset |
| Sav-Rx | NONE | $10,752 | not reported in the loaded dataset |
| Cowden Associates | NONE | $8,000 | not reported in the loaded dataset |