2023 Form 5500 filing — Ibew Local 234 Health And Welfare 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 20250312182504NAL0019495313001) for Ibew Local 234 Health And Welfare Trust, reported by Board Of Trustees, Ibew Local 234 Health And Welfare under EIN 94-6250011 and plan number 501. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312182504NAL0019495313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 234 Health And Welfare
- EIN
- 94-6250011
- Plan number
- 501
- Location
- San Jose, CA
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,251,687
- Total liabilities (EOY)
- $6,171,996
- Net assets (EOY)
- $7,079,691
- Employer contributions
- $5,429,551
- Participant contributions
- $262,230
- Total income / additions
- $6,201,303
- Benefits paid
- $5,255,882
- Administrative expenses
- $502,499
- Total expenses
- $5,758,381
- Net increase / (decrease)
- $442,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sav-Rx | NONE | $672,653 | not reported in the loaded dataset |
| Benesys Administrators | NONE | $177,093 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health | NONE | $116,715 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $64,817 | not reported in the loaded dataset |
| Rael & Letson | NONE | $54,012 | not reported in the loaded dataset |
| Ability Technology | NONE | $27,234 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $19,581 | not reported in the loaded dataset |
| Nurse Candace Consulting | NONE | $14,581 | not reported in the loaded dataset |
| Mammini Company, Inc | NONE | $10,666 | not reported in the loaded dataset |
| Smart Source | NONE | $8,875 | not reported in the loaded dataset |