2023 Form 5500 filing — Ibew Local 712 Welfare Trust 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 20241014153321NAL0026583713001) for Ibew Local 712 Welfare Trust Fund, reported by Ibew Local 712 Welfare Trust Fund under EIN 25-6037360 and plan number 501. It reports 643 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153321NAL0026583713001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 712 Welfare Trust Fund
- EIN
- 25-6037360
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 643
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,122,455
- Total liabilities (EOY)
- $1,785,407
- Net assets (EOY)
- $88,337,048
- Employer contributions
- $10,688,618
- Participant contributions
- $67,171
- Total income / additions
- $16,003,745
- Benefits paid
- $9,971,839
- Administrative expenses
- $758,975
- Total expenses
- $10,730,814
- Net increase / (decrease)
- $5,272,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cds Administrators | NONE | $301,678 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $131,651 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott Llp | NONE | $52,805 | not reported in the loaded dataset |
| American Health Holdings | NONE | $48,472 | not reported in the loaded dataset |
| Segal | NONE | $44,400 | not reported in the loaded dataset |
| Packer Thomas | NONE | $28,059 | not reported in the loaded dataset |
| Zakipoint Health | NONE | $7,643 | not reported in the loaded dataset |