2023 Form 5500 filing — Ibew Local 332 Health And 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 20241016022508NAL0031305697001) for Ibew Local 332 Health And Welfare Plan, reported by Board Of Trustees, Ibew Local 332 Health And Welfare under EIN 94-6401540 and plan number 509. It reports 3,441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016022508NAL0031305697001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 332 Health And Welfare
- EIN
- 94-6401540
- Plan number
- 509
- Location
- San Jose, CA
- Participants
- 3,441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $157,773,215
- Total liabilities (EOY)
- $48,822,612
- Net assets (EOY)
- $108,950,603
- Employer contributions
- $58,202,459
- Participant contributions
- $11,548,089
- Total income / additions
- $78,378,864
- Benefits paid
- $40,226,893
- Administrative expenses
- $2,376,198
- Total expenses
- $42,603,091
- Net increase / (decrease)
- $35,775,773
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $750,986 | not reported in the loaded dataset |
| Blue Cross | NONE | $333,463 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $182,937 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $142,686 | not reported in the loaded dataset |
| Psg Consulting LLC | NONE | $90,738 | not reported in the loaded dataset |
| Smart Source Critical Communication | NONE | $82,595 | not reported in the loaded dataset |
| Beat It | NONE | $71,405 | not reported in the loaded dataset |
| Joseph Herrle | NONE | $63,540 | $0 |
| First Dental Health | NONE | $57,766 | not reported in the loaded dataset |
| Alliance Bernstein | NONE | $52,961 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $49,535 | not reported in the loaded dataset |
| American Health Holding | NONE | $47,674 | not reported in the loaded dataset |
| Concentra Preferred Systems | NONE | $47,674 | not reported in the loaded dataset |
| Voya Investment Management | NONE | $40,788 | not reported in the loaded dataset |
| Nwps | NONE | $36,000 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $26,587 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $25,000 | not reported in the loaded dataset |
| Maxor Plus, Ltd. | NONE | $15,851 | not reported in the loaded dataset |
| Ibew Local 332 | NONE | $13,056 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $11,896 | $0 |