2023 Form 5500 filing — Iron Workers Local 12 Health Insurance 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 20250412144441NAL0013521267001) for Iron Workers Local 12 Health Insurance Fund, reported by Iron Workers Local 12 Health Insurance Fund under EIN 14-1512728 and plan number 501. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412144441NAL0013521267001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Local 12 Health Insurance Fund
- EIN
- 14-1512728
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,449,273
- Total liabilities (EOY)
- $454,790
- Net assets (EOY)
- $9,994,483
- Employer contributions
- $1,758,107
- Participant contributions
- $17,641
- Total income / additions
- $2,534,087
- Benefits paid
- $1,588,932
- Administrative expenses
- $477,751
- Total expenses
- $2,066,683
- Net increase / (decrease)
- $467,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $109,288 | not reported in the loaded dataset |
| Blitman & King, Llp | THIRD PARTY | $73,558 | not reported in the loaded dataset |
| Anthem Inc. | NONE | $66,507 | not reported in the loaded dataset |
| United Actuarial Services | THIRD PARTY | $61,200 | not reported in the loaded dataset |
| Manning & Napier Advisors, Inc. | THIRD PARTY | $43,622 | $0 |
| Bernice Mccullough | EMPLOYEE | $34,167 | not reported in the loaded dataset |
| Arcara Zucarelli Lenda & Associates | THIRD PARTY | $12,103 | not reported in the loaded dataset |
| Darcangelo & Co. Llp | THIRD PARTY | $12,100 | not reported in the loaded dataset |
| Eplan | THIRD PARTY | $6,728 | not reported in the loaded dataset |