2023 Form 5500 filing — Iuoe Local No. 132 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 20250320150927NAL0004941587002) for Iuoe Local No. 132 Health & Welfare Fund, reported by I.U.O.E. Local #132 H & W Fund under EIN 55-0455491 and plan number 501. It reports 1,830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250320150927NAL0004941587002
Filing year
2023
Form type
1
Plan sponsor
I.U.O.E. Local #132 H & W Fund
EIN
55-0455491
Plan number
501
Location
Huntington, WV
Participants
1,830
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$138,340,273
Total liabilities (EOY)
$24,659,932
Net assets (EOY)
$113,680,341
Employer contributions
$34,611,874
Participant contributions
$1,690,696
Total income / additions
$47,613,989
Benefits paid
$42,329,036
Administrative expenses
$1,151,411
Total expenses
$43,480,447
Net increase / (decrease)
$4,133,542
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Anthem Blue CrossNONE$1,104,447$0
Zack'S Investment ManagementNONE$102,597$0
New Tower Trust CompanyNONE$78,934$0
Harris, Hardin & Company, A.C.NONE$55,239$0
Ta Realty Core Property FundNONE$52,221$0
Cs Mckee, LpNONE$36,721$0
State Street Global AdvisorsNONE$36,021$0
American Benefit CorporationNONE$32,700$0
Chartwell Investment ManagementNONE$31,194$0
Standard ValuationsNONE$30,000$0
United Actuarial ServicesNONE$25,750$0
Penn Capital ManagementNONE$25,155$0
Medical Review InstituteNONE$16,803$0
Ledbetter Parisi LLCNONE$16,211$0
United BankNONE$9,252$0
Boyd Watterson Asset MgmtNONE$9,072$0
John F. Dascoli. LLCNONE$7,117$0

Related Form 5500 pages