Plan5500

Iron Workers District Council Of New England Health And Welfare Fund — Form 5500 plan (Board Of Trustees Iron Workers)

Plain-English plan 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, Iron Workers District Council Of New England Health And Welfare Fund is a benefit plan reported by Board Of Trustees Iron Workers under EIN 04-2163872 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,093 participants and $74,582,190 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Iron Workers
EIN
04-2163872
Plan number
501
Plan type
1
Location
Dorchester, MA
Latest filing year
2023
Participants
2,093
End-of-year plan assets
$74,582,190

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,093H, C20241015145652NAL0058268658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,582,190
Total liabilities (EOY)
$4,765,931
Net assets (EOY)
$69,816,259
Net assets (BOY)
$68,846,504

Income & contributions

Employer contributions
$31,401,366
Participant contributions
$966,277
Total contributions
$32,367,643
Total income / additions
$36,808,377

Expenses & distributions

Benefits paid
$31,448,839
Administrative expenses
$4,389,783
Total expenses
$35,838,622
Net increase / (decrease)
$969,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tufts Health Plan/CarelinkNONE$1,104,745not reported in the loaded dataset2023
Us BankNONE$287,298$02023
Zenith American SolutionsNONE$198,978not reported in the loaded dataset2023
Modern AssistanceNONE$165,000not reported in the loaded dataset2023
Segal ConsultingNONE$163,833$02023
Anne FiniEMPLOYEE$126,298not reported in the loaded dataset2023
Express Scripts IncNONE$102,837not reported in the loaded dataset2023
Mickey Long, Esq.NONE$84,753not reported in the loaded dataset2023
Barbara ConnersEMPLOYEE$75,222not reported in the loaded dataset2023
Karen FiniEMPLOYEE$74,737not reported in the loaded dataset2023
Charlie WrightEMPLOYEE$72,516not reported in the loaded dataset2023
William HurleyEMPLOYEE$67,406not reported in the loaded dataset2023
Manzi & Associates LLCNONE$65,649not reported in the loaded dataset2023
Lyn TabajondaEMPLOYEE$57,916not reported in the loaded dataset2023
Edna DoyleEMPLOYEE$50,694not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesNONE$45,606not reported in the loaded dataset2023
Heather RomeriEMPLOYEE$43,662not reported in the loaded dataset2023
Patricia DoyleEMPLOYEE$43,174not reported in the loaded dataset2023
Segal Roitman, LlpNONE$32,384not reported in the loaded dataset2023
Lya BermudezEMPLOYEE$31,928not reported in the loaded dataset2023
Change HealthcareNONE$27,705not reported in the loaded dataset2023
Iron Mountain Records ManagementNONE$27,371not reported in the loaded dataset2023
Maureen FlahertyEMPLOYEE$24,951not reported in the loaded dataset2023
Amalgamated Medical Care ManagementNONE$23,637not reported in the loaded dataset2023
Meketa Investment GroupNONE$22,360not reported in the loaded dataset2023
Kara LallyEMPLOYEE$21,929not reported in the loaded dataset2023
Nicole MurphyEMPLOYEE$21,476not reported in the loaded dataset2023
Anne BlundellEMPLOYEE$20,279not reported in the loaded dataset2023
Marisa HanniganEMPLOYEE$18,842not reported in the loaded dataset2023
Jaime JarobeEMPLOYEE$15,083not reported in the loaded dataset2023
Ann O'MearaEMPLOYEE$12,714not reported in the loaded dataset2023
Langan & DempseyNONE$10,977not reported in the loaded dataset2023
Davis VisionNONE$10,414not reported in the loaded dataset2023
Ryan CorryEMPLOYEE$9,590not reported in the loaded dataset2023
Boyd'S PrintingNONE$7,530not reported in the loaded dataset2023

Related Form 5500 pages