2023 Form 5500 filing — H & W Trust Fd For Iuoe Local 99 & 99a
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 20241015164946NAL0030399921002) for H & W Trust Fd For Iuoe Local 99 & 99a, reported by Bd Tees H&W Trust Fd For Iuoe L 99&99a under EIN 52-6072849 and plan number 501. It reports 3,033 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164946NAL0030399921002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Tees H&W Trust Fd For Iuoe L 99&99a
- EIN
- 52-6072849
- Plan number
- 501
- Location
- Baltimore, MD
- Participants
- 3,033
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,305,276
- Total liabilities (EOY)
- $9,358,051
- Net assets (EOY)
- $60,947,225
- Employer contributions
- $50,170,947
- Participant contributions
- $2,397,862
- Total income / additions
- $60,874,167
- Benefits paid
- $51,267,653
- Administrative expenses
- $1,761,732
- Total expenses
- $53,029,385
- Net increase / (decrease)
- $7,844,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Decision Science, Inc | NONE | $746,831 | not reported in the loaded dataset |
| Complete Claim Solutions, Inc. | NONE | $411,000 | not reported in the loaded dataset |
| American Health Holding, Inc | NONE | $285,021 | not reported in the loaded dataset |
| Ncas (Carefirst Ppo) | NONE | $158,237 | not reported in the loaded dataset |
| Baldwin Law Group, Llp | NONE | $83,431 | not reported in the loaded dataset |
| American Healthcare Alliance | NONE | $74,792 | not reported in the loaded dataset |
| Cigna Dental | NONE | $51,725 | not reported in the loaded dataset |
| Optumrx | NONE | $39,800 | not reported in the loaded dataset |
| Raymond James & Associates, Inc | NONE | $25,000 | $0 |
| Doyle Printing & Offset Co., Inc | NONE | $24,115 | not reported in the loaded dataset |
| Bolton Partners, Inc | NONE | $23,000 | not reported in the loaded dataset |
| Goldberg & Banks, P.C. | NONE | $22,163 | not reported in the loaded dataset |
| National Vision Administrator | NONE | $17,403 | not reported in the loaded dataset |
| Daniel A. Winters & Company, Cpas | NONE | $12,195 | not reported in the loaded dataset |
| Accent Printers, Inc. | NONE | $10,823 | not reported in the loaded dataset |
| Law Offices Of Robert E. Paul, Pllc | NONE | $5,268 | not reported in the loaded dataset |
| M & T Bank | NONE | $0 | $0 |