2023 Form 5500 filing — I.B.E.W. Local 769 Health And 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 20250414215149NAL0004176144001) for I.B.E.W. Local 769 Health And Welfare Fund, reported by Board Of Trustees I.B.E.W. Local 769 Health And Welfare Fund under EIN 86-6056282 and plan number 501. It reports 1,258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414215149NAL0004176144001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.B.E.W. Local 769 Health And Welfare Fund
- EIN
- 86-6056282
- Plan number
- 501
- Location
- Phoenix, AZ
- Participants
- 1,258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $290,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $290,974
- Employer contributions
- $126,278
- Total income / additions
- $138,102
- Benefits paid
- $103,921
- Administrative expenses
- $131,684
- Total expenses
- $235,605
- Net increase / (decrease)
- -$97,503
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators In | NONE | $54,028 | not reported in the loaded dataset |
| Onsager, Werner & Oberg, Plc | NONE | $29,360 | not reported in the loaded dataset |
| Berry & Co., Cpa'S Ltd | NONE | $23,122 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $13,124 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $125 | $0 |