2023 Form 5500 filing — Health And Welfare Plan Of The Idaho Pipe Trades Trust
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 20250227150339NAL0001066483001) for Health And Welfare Plan Of The Idaho Pipe Trades Trust, reported by Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare Plan under EIN 82-6030679 and plan number 501. It reports 913 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227150339NAL0001066483001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare Plan
- EIN
- 82-6030679
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 913
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,204,358
- Total liabilities (EOY)
- $1,300,384
- Net assets (EOY)
- $26,903,974
- Employer contributions
- $10,505,823
- Participant contributions
- $334,187
- Total income / additions
- $13,050,183
- Benefits paid
- $9,443,370
- Administrative expenses
- $1,394,977
- Total expenses
- $10,838,347
- Net increase / (decrease)
- $2,211,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Of Idaho Health Service | NONE | $806,621 | not reported in the loaded dataset |
| Milliman | NONE | $221,489 | not reported in the loaded dataset |
| Benesys Inc. | NONE | $193,283 | not reported in the loaded dataset |
| Mondress Monaco Parr Lockwood Pllc | NONE | $71,318 | not reported in the loaded dataset |
| Optum Rx | NONE | $28,063 | $0 |
| Cliftonlarsonallen Llp | NONE | $25,221 | not reported in the loaded dataset |
| Smart Source, LLC | NONE | $10,481 | not reported in the loaded dataset |
| Wells Fargo | PARTY IN INTEREST | $5,739 | $0 |