2023 Form 5500 filing — I.B.E.W. Local 38 Health & Welfare 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 20250215051507NAL0025571185002) for I.B.E.W. Local 38 Health & Welfare Fund, reported by I.B.E.W. Local 38 Health & Welfare Fund under EIN 34-6529234 and plan number 501. It reports 2,649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250215051507NAL0025571185002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.B.E.W. Local 38 Health & Welfare Fund
- EIN
- 34-6529234
- Plan number
- 501
- Location
- Cleveland, OH
- Participants
- 2,649
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,055,921
- Total liabilities (EOY)
- $7,143,927
- Net assets (EOY)
- $18,911,994
- Employer contributions
- $31,054,337
- Participant contributions
- $5,601,400
- Total income / additions
- $37,548,516
- Benefits paid
- $33,566,356
- Administrative expenses
- $1,743,662
- Total expenses
- $35,310,018
- Net increase / (decrease)
- $2,238,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross & Blue Shield | ASO - CLAIMS PROCESSING | $988,578 | not reported in the loaded dataset |
| Ibew Local 38 Fringe Benefit Funds | CONTRACT ADMINISTRATOR | $171,816 | not reported in the loaded dataset |
| Delta Dental Of Ohio | CLAIMS PROCESSING | $120,877 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $73,000 | not reported in the loaded dataset |
| G&E Hc Reit Ii Pkwy Med Center LLC | RENT | $68,079 | not reported in the loaded dataset |
| Alotta Farley & Co Llp | ATTORNEY | $61,567 | not reported in the loaded dataset |
| Sav Rx | CLAIMS PROCESSING | $55,132 | not reported in the loaded dataset |
| P&A Group | CLAIMS PROCESSING | $50,028 | not reported in the loaded dataset |
| Center For Families And Children | ADMINISTRATIVE SERVICES | $37,368 | not reported in the loaded dataset |
| Vision Services Plan | PROVIDER | $31,132 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | INVESTMENT MANAGER | $25,505 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $19,900 | not reported in the loaded dataset |
| Manning & Napier | INVESTMENT MANAGER | $17,244 | not reported in the loaded dataset |
| Pcori | NONE | $14,364 | not reported in the loaded dataset |
| Segal Marco Consulting | INVESTMENT CONSULTANT | $12,000 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | COMPUTER SOFTWARE SERVICE | $7,003 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | INVESTMENT MANAGER | $5,891 | not reported in the loaded dataset |
| Pnc Bank Na | BANK SERVICES | $5,791 | not reported in the loaded dataset |