2023 Form 5500 filing — Insulators Local 23 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 20250509140826NAL0013366833001) for Insulators Local 23 Health And Welfare Plan, reported by Insulators Local 23 Health And Welfare Board Of Trustees under EIN 23-7366317 and plan number 501. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250509140826NAL0013366833001
Filing year
2023
Form type
1
Plan sponsor
Insulators Local 23 Health And Welfare Board Of Trustees
EIN
23-7366317
Plan number
501
Location
Grantville, PA
Participants
167
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,567,561
Total liabilities (EOY)
$253,064
Net assets (EOY)
$6,314,497
Employer contributions
$3,206,838
Participant contributions
$126,342
Total income / additions
$3,904,196
Benefits paid
$2,824,690
Administrative expenses
$590,609
Total expenses
$3,415,299
Net increase / (decrease)
$488,897
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capital BluecrossNONE$125,633not reported in the loaded dataset
Insulators Local 23LOCAL UNION$90,024not reported in the loaded dataset
Hawley Consulting GroupNONE$55,000not reported in the loaded dataset
Benecard ServicesNONE$43,056not reported in the loaded dataset
Willig Williams And DavidsonNONE$27,172not reported in the loaded dataset
Alan Ross & Company, PcNONE$12,900not reported in the loaded dataset
Jbm Computer ConsultantsNONE$11,804not reported in the loaded dataset
Delta Dental Of PennsylvaniaNONE$8,777not reported in the loaded dataset
Graystone Investment GroupNONE$7,220not reported in the loaded dataset

Related Form 5500 pages