2023 Form 5500 filing — Iron Workers Local No. 568 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 20250529073011NAL0007143457001) for Iron Workers Local No. 568 Health And Welfare Plan, reported by Joint Board Of Trustees For Iron Workers Local 568 Welfare Fund under EIN 52-6112461 and plan number 501. It reports 77 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250529073011NAL0007143457001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees For Iron Workers Local 568 Welfare Fund
- EIN
- 52-6112461
- Plan number
- 501
- Location
- Cumberland, MD
- Participants
- 77
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,332,857
- Total liabilities (EOY)
- $4,009
- Net assets (EOY)
- $1,328,848
- Employer contributions
- $1,052,317
- Participant contributions
- $69,346
- Total income / additions
- $1,240,925
- Benefits paid
- $976,056
- Administrative expenses
- $212,692
- Total expenses
- $1,188,748
- Net increase / (decrease)
- $52,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Planners & Associates, Inc. | NONE | $44,509 | not reported in the loaded dataset |
| Turnbull, Hoover, & Kahl, P.A. | NONE | $25,190 | not reported in the loaded dataset |
| Batoff Associates, Pa | NONE | $18,424 | not reported in the loaded dataset |
| Serve You Rx Management | NONE | $17,500 | not reported in the loaded dataset |
| Standard Valuation | NONE | $12,000 | not reported in the loaded dataset |