2023 Form 5500 filing — Iron Workers' Health Fund Of Eastern Michigan
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 20250218170401NAL0005639200001) for Iron Workers' Health Fund Of Eastern Michigan, reported by Board Of Trustees, Iron Workers Local No. 25 under EIN 38-6216995 and plan number 501. It reports 2,310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218170401NAL0005639200001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Iron Workers Local No. 25
- EIN
- 38-6216995
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 2,310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,382,859
- Total liabilities (EOY)
- $46,366,237
- Net assets (EOY)
- $16,622
- Employer contributions
- $34,259,584
- Participant contributions
- $3,485,872
- Total income / additions
- $38,951,359
- Benefits paid
- $37,305,283
- Administrative expenses
- $3,078,738
- Total expenses
- $40,384,021
- Net increase / (decrease)
- -$1,432,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE KNOWN | $1,514,264 | $0 |
| Benesys, Inc. | NONE KNOWN | $363,900 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC. | NONE KNOWN | $362,967 | not reported in the loaded dataset |
| Littler Mendelson Pc | NONE KNOWN | $237,771 | not reported in the loaded dataset |
| Optum Rx Inc. | NONE KNOWN | $143,589 | $21,568 |
| Plante & Moran, Pllc | NONE KNOWN | $112,475 | not reported in the loaded dataset |
| Delta Dental Of Michigan | NONE KNOWN | $92,062 | not reported in the loaded dataset |
| Asherkelly | NONE KNOWN | $68,698 | not reported in the loaded dataset |
| National Investment Services Of Ame | NONE KNOWN | $63,387 | not reported in the loaded dataset |
| Comerica Bank | NONE KNOWN | $57,891 | $0 |
| Taft Stettinius & Hollister Llp | NONE KNOWN | $55,592 | not reported in the loaded dataset |
| American Graphics Printing Co | NONE KNOWN | $35,449 | not reported in the loaded dataset |
| Accretive Glbl Ins Part D Advisors | NONE KNOWN | $22,566 | not reported in the loaded dataset |
| Stefansky, Holloway & Nichols, Inc. | NONE KNOWN | $18,936 | not reported in the loaded dataset |
| Boyd Watterson Asset Mgmt, LLC | NONE KNOWN | $8,678 | not reported in the loaded dataset |
| Hessian & Mckasy, P.A. | NONE KNOWN | $8,299 | not reported in the loaded dataset |
| Kathryn A Vandagens, Plc | NONE KNOWN | $6,402 | not reported in the loaded dataset |
| Nepc, LLC | NONE KNOWN | $5,833 | not reported in the loaded dataset |
| Marsh & Mclennan Agency, LLC | NONE KNOWN | $0 | $5,474 |