2023 Form 5500 filing — Steubenville Electrical 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 20250414120012NAL0000762547001) for Steubenville Electrical Welfare Fund, reported by Ibew Local No 246 Welfare Fund Board Of Trustees under EIN 34-6537195 and plan number 501. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414120012NAL0000762547001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local No 246 Welfare Fund Board Of Trustees
- EIN
- 34-6537195
- Plan number
- 501
- Location
- Steubenville, OH
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,829,708
- Total liabilities (EOY)
- $495,502
- Net assets (EOY)
- $5,334,206
- Employer contributions
- $4,080,744
- Participant contributions
- $573,514
- Total income / additions
- $5,038,497
- Benefits paid
- $3,487,590
- Administrative expenses
- $361,938
- Total expenses
- $3,849,528
- Net increase / (decrease)
- $1,188,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $93,555 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $92,324 | not reported in the loaded dataset |
| Macala & Piatt LLC | NONE | $34,217 | not reported in the loaded dataset |
| The Horton Group | NONE | $31,667 | not reported in the loaded dataset |
| Dgperry | NONE | $21,000 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott Llp | NONE | $15,720 | not reported in the loaded dataset |
| Acrisure | NONE | $9,000 | not reported in the loaded dataset |
| Ibew Local Union 246 | NONE | $6,720 | not reported in the loaded dataset |
| Segal Advisors | NONE | $5,866 | not reported in the loaded dataset |