2023 Form 5500 filing — Iuoe Local 399 Health Reimbursement Account Plan
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 20250308172423NAL0008302115005) for Iuoe Local 399 Health Reimbursement Account Plan, reported by Trustees Of Iuoe Local 399 Health Reimbursement Account Plan under EIN 47-1259234 and plan number 501. It reports 5,872 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250308172423NAL0008302115005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Iuoe Local 399 Health Reimbursement Account Plan
- EIN
- 47-1259234
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 5,872
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,913,640
- Total liabilities (EOY)
- $48,216
- Net assets (EOY)
- $45,865,424
- Employer contributions
- $9,671,736
- Total income / additions
- $14,852,677
- Benefits paid
- $332,390
- Administrative expenses
- $157,359
- Total expenses
- $489,749
- Net increase / (decrease)
- $14,362,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carrie Gath | EMPLOYEE | $39,961 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $16,936 | not reported in the loaded dataset |
| Aon Investments, Usa | NONE | $15,000 | not reported in the loaded dataset |
| Twentyfour7 Media & Promotions, Inc | NONE | $7,769 | not reported in the loaded dataset |