2023 Form 5500 filing — International Brotherhood Of Boilermakers Ohio Valley Region Retiree 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 20250711141508NAL0004733011001) for International Brotherhood Of Boilermakers Ohio Valley Region Retiree Welfare Plan, reported by Trustees Of The Boilermakers Ohio Valley Region Retiree Welfare under EIN 98-6805674 and plan number 501. It reports 1,700 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711141508NAL0004733011001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Boilermakers Ohio Valley Region Retiree Welfare
- EIN
- 98-6805674
- Plan number
- 501
- Location
- Lansing, MI
- Participants
- 1,700
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,086,705
- Total liabilities (EOY)
- $88,836
- Net assets (EOY)
- $6,997,869
- Employer contributions
- $464,962
- Total income / additions
- $774,019
- Benefits paid
- $303,983
- Administrative expenses
- $75,517
- Total expenses
- $379,500
- Net increase / (decrease)
- $394,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tic International Corp | NONE | $26,788 | not reported in the loaded dataset |
| Bank Of Labor | NONE | $17,020 | not reported in the loaded dataset |
| Boilermakers National Fund | NONE | $13,138 | not reported in the loaded dataset |
| Benda, Grace, Stulz, & Company,P.C. | NONE | $11,000 | not reported in the loaded dataset |