2023 Form 5500 filing — Ibew Local No. 1 Health & 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 20241015160830NAL0015046515003) for Ibew Local No. 1 Health & Welfare Fund, reported by Board Of Trustees Of Ibew Local 1 Health & Welfare Fund under EIN 43-0678755 and plan number 501. It reports 5,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160830NAL0015046515003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ibew Local 1 Health & Welfare Fund
- EIN
- 43-0678755
- Plan number
- 501
- Location
- St. Louis, MO
- Participants
- 5,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,861,201
- Total liabilities (EOY)
- $11,223,124
- Net assets (EOY)
- $175,638,077
- Employer contributions
- $71,031,066
- Participant contributions
- $3,542,073
- Total income / additions
- $88,859,610
- Benefits paid
- $81,577,296
- Administrative expenses
- $3,506,876
- Total expenses
- $85,084,172
- Net increase / (decrease)
- $3,775,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibew-Neca Service Center | COMMON AFFILIATION | $2,297,357 | not reported in the loaded dataset |
| Express Scripts | NONE | $1,736,145 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Com | NONE | $1,631,558 | $0 |
| The Segal Company | NONE | $215,174 | $13,023 |
| Delta Dental | NONE | $219,604 | not reported in the loaded dataset |
| Commerce Bank | NONE | $153,253 | $1,922 |
| Zelis Payments Holdings LLC | NONE | $122,363 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $90,037 | not reported in the loaded dataset |
| Mercy Managed Behavioral Health | NONE | $62,806 | not reported in the loaded dataset |
| Evernorth Behavioral Health | NONE | $55,850 | not reported in the loaded dataset |
| Schuchat, Cook & Werner | NONE | $53,635 | not reported in the loaded dataset |
| Rockwood Capital Advisors | NONE | $51,335 | not reported in the loaded dataset |
| Shelton Capital Mangement | NONE | $51,093 | not reported in the loaded dataset |
| A&S Financial Services | NONE | $40,321 | not reported in the loaded dataset |
| Marquette Associates | NONE | $23,125 | not reported in the loaded dataset |
| Sda, Incorporated | NONE | $21,630 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $20,740 | $0 |
| Ink Spot | NONE | $17,183 | not reported in the loaded dataset |
| Susan L Portas | NONE | $5,000 | not reported in the loaded dataset |