Ibew Local Union No. 99 Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Ibew Local Union No. 99 Health And Welfare Fund)
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, Ibew Local Union No. 99 Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Ibew Local Union No. 99 Health And Welfare Fund under EIN 05-0264126 and plan number 501. The latest loaded filing year is 2023. The filing reports 765 participants and $20,779,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local Union No. 99 Health And Welfare Fund
- EIN
- 05-0264126
- Plan number
- 501
- Plan type
- 1
- Location
- Cranston, RI
- Latest filing year
- 2023
- Participants
- 765
- End-of-year plan assets
- $20,779,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 765 | H, C | 20241010130506NAL0010007251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,779,994
- Total liabilities (EOY)
- $292,513
- Net assets (EOY)
- $20,487,481
- Net assets (BOY)
- $18,502,902
Income & contributions
- Employer contributions
- $13,325,865
- Participant contributions
- $82,884
- Total contributions
- $13,408,749
- Total income / additions
- $14,808,546
Expenses & distributions
- Benefits paid
- $12,373,652
- Administrative expenses
- $450,315
- Total expenses
- $12,823,967
- Net increase / (decrease)
- $1,984,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ibew Local Number 99 | ADMINISTRATION FEES | $159,214 | $0 | 2023 |
| Ward, Fisher And Company Llp | ACCOUNTING FEES | $91,150 | $0 | 2023 |
| Boston Investment And Trust | INVESTMENT FEES | $64,875 | $0 | 2023 |
| Gallagher Benefit Services, Inc. | CONSULTING FEES | $42,500 | $0 | 2023 |
| Segal Company | ACTUARIAL FEES | $25,000 | $0 | 2023 |
| Rodio And Ursillo Ltd. | LEGAL FEES | $22,480 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local Union No. 99 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Cranston, RI
- Ibew Local Number 99 — Schedule C compensation
- Ward, Fisher And Company Llp — Schedule C compensation
- Boston Investment And Trust — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Segal Company — Schedule C compensation
- Rodio And Ursillo Ltd. — Schedule C compensation