2023 Form 5500 filing — Ibew Local #915 Health And 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 20250401203216NAL0004344083002) for Ibew Local #915 Health And Welfare Fund, reported by Ibew #915 Health & Welfare Fund under EIN 59-6169977 and plan number 501. It reports 949 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401203216NAL0004344083002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew #915 Health & Welfare Fund
- EIN
- 59-6169977
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 949
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,368,427
- Total liabilities (EOY)
- $12,055,740
- Net assets (EOY)
- $6,312,687
- Employer contributions
- $12,689,765
- Participant contributions
- $213,415
- Total income / additions
- $14,476,225
- Benefits paid
- $11,902,370
- Administrative expenses
- $363,581
- Total expenses
- $12,265,951
- Net increase / (decrease)
- $2,210,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Health Care | CLAIMS ADMINISTRATION | $425,651 | $0 |
| Southern Benefit Administrators | CONTRACT ADMINISTRATOR | $272,329 | not reported in the loaded dataset |
| Venable Law Firm P.A. | ATTORNEY | $18,871 | not reported in the loaded dataset |
| Steven D. Eisenberg Cpa,Pa | AUDITOR | $13,157 | not reported in the loaded dataset |
| Standard Valuations | INVESTMENT MONITOR | $12,000 | not reported in the loaded dataset |
| Horizon Actuarial Services | ACTUARIAL | $11,148 | not reported in the loaded dataset |