2023 Form 5500 filing — Ibew Western Utilities Health And 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 20241015152042NAL0030143505001) for Ibew Western Utilities Health And Welfare Trust Fund, reported by Ibew Western Utilities Health And Welfare Trust Fund under EIN 87-0496328 and plan number 505. It reports 1,730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152042NAL0030143505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ibew Western Utilities Health And Welfare Trust Fund
- EIN
- 87-0496328
- Plan number
- 505
- Location
- Pleasanton, CA
- Participants
- 1,730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,552,003
- Total liabilities (EOY)
- $8,032,111
- Net assets (EOY)
- $44,519,892
- Employer contributions
- $28,941,818
- Participant contributions
- $8,587,929
- Total income / additions
- $41,957,735
- Benefits paid
- $30,803,286
- Administrative expenses
- $1,331,745
- Total expenses
- $32,135,031
- Net increase / (decrease)
- $9,822,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health & Life Insurance Co | NONE | $767,873 | not reported in the loaded dataset |
| Benesys Inc | NONE | $672,031 | not reported in the loaded dataset |
| The Segal Company | NONE | $264,416 | not reported in the loaded dataset |
| Kay Printing | NONE | $91,270 | not reported in the loaded dataset |
| Delta Dental Insurance Company | NONE | $77,164 | not reported in the loaded dataset |
| Us Bank Trust Co | NONE | $63,948 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $50,975 | not reported in the loaded dataset |
| Evernorth Behavioral Health | NONE | $48,803 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $29,861 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $26,779 | not reported in the loaded dataset |
| Health Equity | NONE | $24,314 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $16,228 | not reported in the loaded dataset |
| Iron Mountain | NONE | $12,614 | not reported in the loaded dataset |