2023 Form 5500 filing — Local 103, I.B.E.W. Health Benefit 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 20250630153230NAL0029020690002) for Local 103, I.B.E.W. Health Benefit Plan, reported by Health And Welfare Trust Fund Local 103 Ibew under EIN 04-6063733 and plan number 501. It reports 8,114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630153230NAL0029020690002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Health And Welfare Trust Fund Local 103 Ibew
- EIN
- 04-6063733
- Plan number
- 501
- Location
- Boston, MA
- Participants
- 8,114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $500,306,674
- Total liabilities (EOY)
- $38,921,463
- Net assets (EOY)
- $461,385,211
- Employer contributions
- $131,873,645
- Participant contributions
- $5,034,562
- Total income / additions
- $186,285,381
- Benefits paid
- $162,841,038
- Administrative expenses
- $5,311,889
- Total expenses
- $168,152,927
- Net increase / (decrease)
- $18,132,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $3,198,243 | not reported in the loaded dataset |
| Asmed Health LLC | NONE | $1,254,671 | not reported in the loaded dataset |
| Delta Dental Of Massachusetts | NONE | $420,538 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $405,245 | not reported in the loaded dataset |
| Modern Assistance | NONE | $367,153 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $0 | $330,115 |
| Employee A | EMPLOYEE | $314,796 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $311,682 | not reported in the loaded dataset |
| Zenith American Solutions Inc | NONE | $244,397 | not reported in the loaded dataset |
| Employee B | EMPLOYEE | $161,760 | not reported in the loaded dataset |
| Employee I | EMPLOYEE | $119,810 | not reported in the loaded dataset |
| The Segal Company | NONE | $115,392 | not reported in the loaded dataset |
| Employee N | EMPLOYEE | $115,042 | not reported in the loaded dataset |
| Law Office Of Kathryn S. Shea | NONE | $98,357 | not reported in the loaded dataset |
| Icorps Technologies | NONE | $97,072 | not reported in the loaded dataset |
| Employee G | EMPLOYEE | $94,246 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $87,126 | not reported in the loaded dataset |
| Employee S | EMPLOYEE | $81,179 | not reported in the loaded dataset |
| Employee L | EMPLOYEE | $76,014 | not reported in the loaded dataset |
| Novak Francella,LLC | NONE | $75,486 | not reported in the loaded dataset |
| Employee H | EMPLOYEE | $72,479 | not reported in the loaded dataset |
| Krakow & Souris LLC | NONE | $71,465 | not reported in the loaded dataset |
| Employee P | EMPLOYEE | $70,731 | not reported in the loaded dataset |
| Employee K | EMPLOYEE | $70,422 | not reported in the loaded dataset |
| Employee Q | EMPLOYEE | $67,310 | not reported in the loaded dataset |
| Employee F | EMPLOYEE | $65,957 | not reported in the loaded dataset |
| Employee R | EMPLOYEE | $65,581 | $0 |
| Employee J | EMPLOYEE | $63,139 | not reported in the loaded dataset |
| State Street Bank & Trust | NONE | $61,171 | $0 |
| Employee D | EMPLOYEE | $60,426 | not reported in the loaded dataset |
| Afl-Cio Housing Investment Trust | NONE | $59,619 | not reported in the loaded dataset |
| Cbiz | NONE | $50,500 | not reported in the loaded dataset |
| Robert Half | NONE | $47,522 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $43,775 | not reported in the loaded dataset |
| Iron Mountain Records Management | NONE | $40,177 | not reported in the loaded dataset |
| Davis Vision | NONE | $33,616 | not reported in the loaded dataset |
| Employee M | EMPLOYEE | $31,586 | not reported in the loaded dataset |
| Caremark Rx, Inc. | NONE | $29,405 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $28,711 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $25,933 | not reported in the loaded dataset |
| Employee O | EMPLOYEE | $25,756 | not reported in the loaded dataset |
| Murphy & King, Pc | NONE | $22,459 | not reported in the loaded dataset |
| Paychex | NONE | $18,061 | not reported in the loaded dataset |
| Nan The Nurse, LLC | NONE | $12,540 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $10,959 | not reported in the loaded dataset |
| Donnegan Systems Inc | NONE | $8,882 | not reported in the loaded dataset |
| Nasdaq Corporate Solutions LLC | NONE | $6,660 | not reported in the loaded dataset |