Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70 — Form 5500 plan (Health & Welfare Trust Fd Iuoe Local 877 & 70)
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, Health & Welfare Trust Fund Of The Iuoe Locals No. 877 And 70 is a benefit plan reported by Health & Welfare Trust Fd Iuoe Local 877 & 70 under EIN 04-2624972 and plan number 501. The latest loaded filing year is 2023. The filing reports 777 participants and $26,801,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health & Welfare Trust Fd Iuoe Local 877 & 70
- EIN
- 04-2624972
- Plan number
- 501
- Plan type
- 1
- Location
- Quincy, MA
- Latest filing year
- 2023
- Participants
- 777
- End-of-year plan assets
- $26,801,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 777 | H, C | 20241015153758NAL0014982851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,801,192
- Total liabilities (EOY)
- $3,263,363
- Net assets (EOY)
- $23,537,829
- Net assets (BOY)
- $22,796,801
Income & contributions
- Employer contributions
- $17,151,812
- Participant contributions
- $2,585,567
- Total contributions
- $19,737,379
- Total income / additions
- $22,373,566
Expenses & distributions
- Benefits paid
- $19,834,034
- Administrative expenses
- $1,798,504
- Total expenses
- $21,632,538
- Net increase / (decrease)
- $741,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $257,827 | not reported in the loaded dataset | 2023 |
| Health Plans Inc | NONE | $253,592 | not reported in the loaded dataset | 2023 |
| Patriot Mullare Associates | NONE | $220,280 | not reported in the loaded dataset | 2023 |
| The Segal Group, Inc | NONE | $61,750 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield | NONE | $48,397 | not reported in the loaded dataset | 2023 |
| Hj Knight International | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Modern Assistance Programs, Inc | NONE | $46,172 | not reported in the loaded dataset | 2023 |
| Reid And Reige,Pc | NONE | $34,804 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $26,565 | not reported in the loaded dataset | 2023 |
| Manzi & Associates LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Reliance Standard | NONE | $9,713 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health & Welfare Trust Fd Iuoe Local 877 & 70
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Quincy, MA
- Benesys, Inc. — Schedule C compensation
- Health Plans Inc — Schedule C compensation
- Patriot Mullare Associates — Schedule C compensation
- The Segal Group, Inc — Schedule C compensation
- Blue Cross Blue Shield — Schedule C compensation
- Hj Knight International — Schedule C compensation
- Modern Assistance Programs, Inc — Schedule C compensation
- Reid And Reige,Pc — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- Reliance Standard — Schedule C compensation