2023 Form 5500 filing — 4th District Ibew Health 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 20250624113504NAL0004198499001) for 4th District Ibew Health Fund, reported by Joint Board Of Trustees Of 4th District Ibew Health Fund under EIN 31-6068797 and plan number 501. It reports 6,513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250624113504NAL0004198499001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of 4th District Ibew Health Fund
- EIN
- 31-6068797
- Plan number
- 501
- Location
- Ona, WV
- Participants
- 6,513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,105,890
- Total liabilities (EOY)
- $44,618,763
- Net assets (EOY)
- $73,487,127
- Employer contributions
- $89,776,460
- Participant contributions
- $8,707,112
- Total income / additions
- $109,692,228
- Benefits paid
- $84,990,940
- Administrative expenses
- $5,708,220
- Total expenses
- $90,699,160
- Net increase / (decrease)
- $18,993,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Benefit Corporation | NONE | $2,531,374 | not reported in the loaded dataset |
| Highmark West Virginia | NONE | $786,186 | not reported in the loaded dataset |
| The Segal Company | NONE | $382,647 | not reported in the loaded dataset |
| Part D Advisors | NONE | $331,253 | not reported in the loaded dataset |
| American Health Holding | NONE | $290,297 | not reported in the loaded dataset |
| Community Insurance Co Dba Anthem | NONE | $241,816 | not reported in the loaded dataset |
| Lyra Health, Inc. | NONE | $190,023 | $0 |
| Johnson Printing Company | NONE | $161,110 | not reported in the loaded dataset |
| Delta Dental | NONE | $143,363 | not reported in the loaded dataset |
| Ledbetter Partners | NONE | $82,937 | not reported in the loaded dataset |
| National Real Estate Advisors | NONE | $54,791 | not reported in the loaded dataset |
| Key Bank | NONE | $52,653 | not reported in the loaded dataset |
| Harris Hardin & Company | NONE | $52,315 | not reported in the loaded dataset |
| Medical Review Institute | NONE | $43,316 | not reported in the loaded dataset |
| Segal Select Insurance Company | NONE | $27,433 | not reported in the loaded dataset |
| Western Asset Management | NONE | $26,982 | not reported in the loaded dataset |
| Segal Rogers Casey | NONE | $22,500 | not reported in the loaded dataset |
| Gray, Griffith & Mays. A.C. | NONE | $20,915 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $20,457 | not reported in the loaded dataset |
| Hyatt Regency Columbus | NONE | $11,300 | not reported in the loaded dataset |
| Jp Morgan | NONE | $10,086 | not reported in the loaded dataset |
| John Dascoli | NONE | $5,446 | not reported in the loaded dataset |