2023 Form 5500 filing — Electrical Workers Health And 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 20241015012441NAL0014010675002) for Electrical Workers Health And Welfare Fund, reported by Trustees Of Electrical Workers Health And Welfare Fund under EIN 41-6024782 and plan number 501. It reports 1,157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015012441NAL0014010675002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Electrical Workers Health And Welfare Fund
- EIN
- 41-6024782
- Plan number
- 501
- Location
- Duluth, MN
- Participants
- 1,157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,320,151
- Total liabilities (EOY)
- $1,763,673
- Net assets (EOY)
- $22,556,478
- Employer contributions
- $19,158,917
- Participant contributions
- $2,075,059
- Total income / additions
- $23,935,369
- Benefits paid
- $26,083,263
- Administrative expenses
- $367,347
- Total expenses
- $26,450,610
- Net increase / (decrease)
- -$2,515,241
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bcbsmn, Inc. | NONE | $245,928 | $32,734 |
| Wilson-Mcshane Corporation | NONE | $272,636 | not reported in the loaded dataset |
| Prime Therapeutics | NONE | $27,064 | $94,319 |
| Andrew, Bransky, & Poole, P.A. | NONE | $35,365 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $19,140 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $10,200 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $6,955 | $0 |
| Health Dynamics | NONE | $5,064 | not reported in the loaded dataset |