2023 Form 5500 filing — I.B.E.W. Local 191 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 20250415215507NAL0001854291001) for I.B.E.W. Local 191 Health And Welfare Plan, reported by Board Of Trustees, Ibew Lo 191 Health And Welfare Tr under EIN 91-6037488 and plan number 501. It reports 1,931 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415215507NAL0001854291001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Lo 191 Health And Welfare Tr
- EIN
- 91-6037488
- Plan number
- 501
- Location
- Bothell, WA
- Participants
- 1,931
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,903,753
- Total liabilities (EOY)
- $29,755,080
- Net assets (EOY)
- $64,148,673
- Employer contributions
- $44,473,107
- Participant contributions
- $500,018
- Total income / additions
- $51,144,083
- Benefits paid
- $43,231,596
- Administrative expenses
- $834,620
- Total expenses
- $44,066,216
- Net increase / (decrease)
- $7,077,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regence Blueshield | NONE | $1,638,223 | $0 |
| Zenith American Solutions, Inc. | NONE | $341,150 | not reported in the loaded dataset |
| Withum Smith + Brown | NONE | $115,509 | not reported in the loaded dataset |
| Union Labor Life Insurance Co | NONE | $52,263 | $0 |
| Brown & Brown Ins Services, Inc. | NONE | $50,400 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co | NONE | $39,678 | $0 |
| Miller Kaplan Arase Llp | NONE | $37,072 | not reported in the loaded dataset |
| Alan D. Biller & Associates, Inc. | NONE | $30,000 | not reported in the loaded dataset |
| Union Data Systems | NONE | $29,793 | not reported in the loaded dataset |
| Wellington Trust Company, Na | NONE | $29,578 | $0 |
| Bny Mellon Trust Company | NONE | $25,703 | $0 |
| Milliman | NONE | $18,500 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $16,113 | not reported in the loaded dataset |
| Labor First, LLC | NONE | $6,778 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $3,250 | not reported in the loaded dataset |