2023 Form 5500 filing — Ibew Local 56 Health And Welfare 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 20250410094327NAL0011693587001) for Ibew Local 56 Health And Welfare Plan, reported by Board Of Trustees Ibew Local 56 Health And Welfare Plan under EIN 25-1158956 and plan number 501. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410094327NAL0011693587001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew Local 56 Health And Welfare Plan
- EIN
- 25-1158956
- Plan number
- 501
- Location
- Erie, PA
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,933,402
- Total liabilities (EOY)
- $464,643
- Net assets (EOY)
- $9,468,759
- Employer contributions
- $4,953,786
- Participant contributions
- $317,866
- Total income / additions
- $6,208,332
- Benefits paid
- $5,632,170
- Administrative expenses
- $270,123
- Total expenses
- $5,902,293
- Net increase / (decrease)
- $306,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health | NONE | $61,369 | not reported in the loaded dataset |
| Patricia Burson Dorman | EMPLOYEE | $60,505 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $24,312 | not reported in the loaded dataset |
| Frissora & Associates | NONE | $21,000 | not reported in the loaded dataset |
| Flores & Associates | NONE | $20,771 | not reported in the loaded dataset |
| Meyer Unkovic And Scott | NONE | $17,638 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $15,105 | not reported in the loaded dataset |
| Mariner Institutional LLC | NONE | $13,750 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $9,100 | not reported in the loaded dataset |