2023 Form 5500 filing — Ibew No 743 Health And Welfare 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 20241014121511NAL0013261587002) for Ibew No 743 Health And Welfare Plan, reported by Trustees Of Ibew No 743 Health And Welfare Plan under EIN 23-6299525 and plan number 501. It reports 511 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121511NAL0013261587002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew No 743 Health And Welfare Plan
- EIN
- 23-6299525
- Plan number
- 501
- Location
- Reading, PA
- Participants
- 511
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,343,459
- Total liabilities (EOY)
- $1,219,169
- Net assets (EOY)
- $12,124,290
- Employer contributions
- $9,568,097
- Participant contributions
- $334,498
- Total income / additions
- $11,069,681
- Benefits paid
- $9,558,670
- Administrative expenses
- $694,951
- Total expenses
- $10,253,621
- Net increase / (decrease)
- $816,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fabian & Byrn Tpa, LLC | NONE | $60,517 | not reported in the loaded dataset |
| Segal Consulting | NONE | $49,208 | not reported in the loaded dataset |
| Captrust Financial Advisors | NONE | $47,346 | not reported in the loaded dataset |
| Meyer Unkovic & Scott Llp | NONE | $31,146 | not reported in the loaded dataset |
| Alan Ross And Company, Pc | NONE | $12,250 | not reported in the loaded dataset |
| Foster & Foster | NONE | $5,900 | not reported in the loaded dataset |