2023 Form 5500 filing — I.B.E.W. Local #910 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 20250412144441NAL0013521267003) for I.B.E.W. Local #910 Health & Welfare Fund, reported by Trustees Of The I.B.E.W. Local 910 Health & Welfare Fund under EIN 16-6053626 and plan number 501. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412144441NAL0013521267003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The I.B.E.W. Local 910 Health & Welfare Fund
- EIN
- 16-6053626
- Plan number
- 501
- Location
- Watertown, NY
- Participants
- 478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,607,567
- Total liabilities (EOY)
- $520,651
- Net assets (EOY)
- $9,086,916
- Employer contributions
- $6,005,553
- Participant contributions
- $332,291
- Total income / additions
- $7,131,010
- Benefits paid
- $6,236,855
- Administrative expenses
- $769,712
- Total expenses
- $7,006,567
- Net increase / (decrease)
- $124,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excellus Health Plan Inc | THIRD PARTY ADMINISTRATOR | $271,893 | not reported in the loaded dataset |
| Blitman & King Llp | ATTORNEY | $24,786 | not reported in the loaded dataset |
| D'Arcangelo & Co., Llp | AUDITOR | $22,000 | not reported in the loaded dataset |
| C.S. Mckee Lp | INVESTMENT MANAGER | $16,038 | not reported in the loaded dataset |
| Bolton Partners Northeast Inc | ACTUARY | $12,600 | not reported in the loaded dataset |
| Hightower Advisors Morgia Grp | INVESTMENT ADVISOR | $8,400 | not reported in the loaded dataset |
| Integra Consulting, Inc | NONE | $6,402 | not reported in the loaded dataset |