2023 Form 5500 filing — Local 295 I.B.T. Employer Group 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 20250407121355NAL0032616482001) for Local 295 I.B.T. Employer Group Welfare Fund, reported by Board Of Trustees Of Local 295 I.B.T. Employer Group Welfare Fund under EIN 51-0243781 and plan number 501. It reports 1,844 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407121355NAL0032616482001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 295 I.B.T. Employer Group Welfare Fund
- EIN
- 51-0243781
- Plan number
- 501
- Location
- New York, NY
- Participants
- 1,844
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,217,538
- Total liabilities (EOY)
- $5,590,899
- Net assets (EOY)
- $76,626,639
- Employer contributions
- $42,001,742
- Participant contributions
- $2,460,938
- Total income / additions
- $51,177,288
- Benefits paid
- $32,322,663
- Administrative expenses
- $2,402,680
- Total expenses
- $34,725,343
- Net increase / (decrease)
- $16,451,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savasta And Company, Inc | NONE | $1,788,860 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $540,702 | $0 |
| Horizon Actuarial Services, LLC | NONE | $178,505 | not reported in the loaded dataset |
| Morgan, Lewis And Bockius | NONE | $118,410 | not reported in the loaded dataset |
| Pitta, Llp | LEGAL COUNSEL | $105,315 | not reported in the loaded dataset |
| Uprise Health | NONE | $97,818 | not reported in the loaded dataset |
| Heartscan Services | NONE | $73,356 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $54,202 | not reported in the loaded dataset |
| Empirx Health | NONE | $49,404 | not reported in the loaded dataset |
| Payer Matrix, LLC | NONE | $0 | $45,210 |
| Dds, Inc | NONE | $41,393 | not reported in the loaded dataset |
| Western Asset Management | NONE | $34,629 | not reported in the loaded dataset |
| Teamster Center Services Fund | NONE | $33,512 | not reported in the loaded dataset |
| Medreview, Inc | NONE | $32,112 | not reported in the loaded dataset |
| Optumrx, Inc. | NONE | $29,196 | $0 |
| Jennison Associates | NONE | $27,588 | $0 |
| Stacey Braun Associates, Inc. | NONE | $27,011 | $0 |
| Schultheis & Panettieri, Llp | NONE | $11,946 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $7,117 | $0 |