2023 Form 5500 filing — Local Union 212 Ibew Supplemental Unemployment Benefit 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 20250131163011NAL0001531219001) for Local Union 212 Ibew Supplemental Unemployment Benefit Trust Fund, reported by Local Union 212 Ibew Supplemental Unemployment Benefit Trust under EIN 23-7278092 and plan number 503. It reports 1,703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131163011NAL0001531219001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local Union 212 Ibew Supplemental Unemployment Benefit Trust
- EIN
- 23-7278092
- Plan number
- 503
- Location
- Cincinnati, OH
- Participants
- 1,703
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,640,809
- Total liabilities (EOY)
- $609,548
- Net assets (EOY)
- $12,031,261
- Employer contributions
- $1,184,509
- Total income / additions
- $2,057,745
- Benefits paid
- $1,541,098
- Administrative expenses
- $192,422
- Total expenses
- $1,733,520
- Net increase / (decrease)
- $324,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kelley Galloway Smith Goolsby, Psc | NONE | $36,106 | not reported in the loaded dataset |
| Zenith American Solutions, Inc. | NONE | $32,311 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $20,000 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $14,570 | $0 |
| Ledbetter Partners, LLC | NONE | $13,373 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE | $12,981 | $0 |
| Cuni, Rust & Strenk | NONE | $7,980 | not reported in the loaded dataset |