2023 Form 5500 filing — Ibew Lu2221 Health & 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 20241015123243NAL0016394195001) for Ibew Lu2221 Health & Welfare Plan, reported by Northern Star Industries, Inc under EIN 38-1683485 and plan number 502. It reports 660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123243NAL0016394195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Star Industries, Inc
- EIN
- 38-1683485
- Plan number
- 502
- Location
- Iron Mountain, MI
- Participants
- 660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,686,236
- Total liabilities (EOY)
- $531,112
- Net assets (EOY)
- $3,155,124
- Employer contributions
- $3,961,689
- Participant contributions
- $482,582
- Total income / additions
- $4,503,575
- Benefits paid
- $3,634,263
- Administrative expenses
- $317,912
- Total expenses
- $3,952,175
- Net increase / (decrease)
- $551,400
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | TPA | $256,253 | $0 |
| Jan R Kronenburg | INS AGENTS | $19,540 | not reported in the loaded dataset |
| Usi Ins Srvce LLC Stockton | INS AGENTS | $3,952 | not reported in the loaded dataset |