2023 Form 5500 filing — Electrical Workers Local 252 Health & Welfare Pl
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 20241223151505NAL0019444594001) for Electrical Workers Local 252 Health & Welfare Pl, reported by Jt Board Trustees Ibew Local 252 Health And Welfare Trust Fund under EIN 38-6141764 and plan number 501. It reports 965 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223151505NAL0019444594001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Board Trustees Ibew Local 252 Health And Welfare Trust Fund
- EIN
- 38-6141764
- Plan number
- 501
- Location
- Ann Arbor, MI
- Participants
- 965
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,935,261
- Total liabilities (EOY)
- $604,498
- Net assets (EOY)
- $8,330,763
- Employer contributions
- $16,673,062
- Participant contributions
- $1,189,665
- Total income / additions
- $18,612,088
- Benefits paid
- $16,782,862
- Administrative expenses
- $1,561,443
- Total expenses
- $18,344,305
- Net increase / (decrease)
- $267,783
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $860,304 | not reported in the loaded dataset |
| Ann Arbor Benefit Administrators | NONE | $349,589 | not reported in the loaded dataset |
| Law Office Of Thomas D. Luczak Pllc | NONE | $222,594 | $5,381 |
| Rbc Wealth Management | NONE | $45,000 | not reported in the loaded dataset |
| Scott Settle | NONE | $33,328 | not reported in the loaded dataset |
| Bank Of Ann Arbor | NONE | $27,902 | not reported in the loaded dataset |
| The Segal Company | NONE | $26,981 | not reported in the loaded dataset |
| Polk And Associates, P.L.C. | NONE | $19,520 | not reported in the loaded dataset |
| Usi Ins Srvce LLC Stockton Concord | NONE | $8,650 | not reported in the loaded dataset |