2023 Form 5500 filing — Iuoe Local 487 Health & 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 20250109124046NAL0006979603001) for Iuoe Local 487 Health & Welfare Trust Fund, reported by Trustees Of Iuoe Local 487 Health & Welfare Trust Fund under EIN 59-6231991 and plan number 501. It reports 585 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109124046NAL0006979603001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Iuoe Local 487 Health & Welfare Trust Fund
- EIN
- 59-6231991
- Plan number
- 501
- Location
- Sparks, MD
- Participants
- 585
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,956,462
- Total liabilities (EOY)
- $882,130
- Net assets (EOY)
- $3,074,332
- Employer contributions
- $11,199,777
- Participant contributions
- $56,357
- Total income / additions
- $11,267,264
- Benefits paid
- $10,857,075
- Administrative expenses
- $220,722
- Total expenses
- $11,128,153
- Net increase / (decrease)
- $139,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Florida Inc | NONE | $199,362 | $0 |
| Associated Administrators, LLC | NONE | $135,036 | $0 |
| The Segal Company | NONE | $43,000 | $0 |
| Phillips, Richard & Rind, P.A. | NONE | $18,421 | $0 |
| United Members Insurance, Inc. | NONE | $9,415 | $0 |