Iuoe Local No. 478 Health Benefits Fund — Form 5500 plan (Board Of Trustees Iuoe Local 478 Health Benefits 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, Iuoe Local No. 478 Health Benefits Fund is a benefit plan reported by Board Of Trustees Iuoe Local 478 Health Benefits Fund under EIN 06-0662089 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,573 participants and $132,410,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iuoe Local 478 Health Benefits Fund
- EIN
- 06-0662089
- Plan number
- 501
- Plan type
- 1
- Location
- Hamden, CT
- Latest filing year
- 2023
- Participants
- 3,573
- End-of-year plan assets
- $132,410,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,573 | H, C | 20241008135347NAL0034910818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,410,479
- Total liabilities (EOY)
- $14,450,707
- Net assets (EOY)
- $117,959,772
- Net assets (BOY)
- $110,589,335
Income & contributions
- Employer contributions
- $62,080,987
- Participant contributions
- $3,835,595
- Total contributions
- $65,916,582
- Total income / additions
- $76,638,983
Expenses & distributions
- Benefits paid
- $65,393,814
- Administrative expenses
- $3,874,732
- Total expenses
- $69,268,546
- Net increase / (decrease)
- $7,370,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Health Plans, Inc | NONE | $970,673 | $0 | 2023 |
| Ct Computer Service | IT SERVICES | $309,329 | not reported in the loaded dataset | 2023 |
| D. Siniscalchi | NONE | $236,495 | not reported in the loaded dataset | 2023 |
| L. Linton | NONE | $192,542 | not reported in the loaded dataset | 2023 |
| Telligen, Inc. | NONE | $179,191 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $173,126 | not reported in the loaded dataset | 2023 |
| C. Edwards | NONE | $171,569 | not reported in the loaded dataset | 2023 |
| S. Zlamany | NONE | $167,162 | not reported in the loaded dataset | 2023 |
| Ct Coalition Of Taft Hartley Funds | NONE | $164,751 | not reported in the loaded dataset | 2023 |
| K. Dwyer | NONE | $148,873 | not reported in the loaded dataset | 2023 |
| C. Deskin-Merwede | NONE | $145,292 | not reported in the loaded dataset | 2023 |
| Robert M. Cheverie & Assoc. P.C. | ATTORNEY | $144,653 | not reported in the loaded dataset | 2023 |
| Delta Dental Of New Jersey, Inc. | NONE | $131,839 | not reported in the loaded dataset | 2023 |
| Reid & Riege, P.C. | NONE | $127,785 | not reported in the loaded dataset | 2023 |
| L. Hines | NONE | $119,450 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $114,045 | not reported in the loaded dataset | 2023 |
| C. Klein | NONE | $106,966 | not reported in the loaded dataset | 2023 |
| D. Marcantonio | NONE | $104,875 | not reported in the loaded dataset | 2023 |
| Mackay Shields LLC | NONE | $89,028 | not reported in the loaded dataset | 2023 |
| K. Delaney | NONE | $88,352 | not reported in the loaded dataset | 2023 |
| P. Mcewen | NONE | $85,147 | not reported in the loaded dataset | 2023 |
| Union Printing Inc | PRINTING CO. | $83,346 | not reported in the loaded dataset | 2023 |
| S. Dunn | NONE | $79,475 | not reported in the loaded dataset | 2023 |
| J. Roberts | NONE | $71,116 | not reported in the loaded dataset | 2023 |
| M. Pacelli | NONE | $70,934 | not reported in the loaded dataset | 2023 |
| N. Bontatibus | NONE | $69,126 | not reported in the loaded dataset | 2023 |
| M. Carey | NONE | $66,695 | not reported in the loaded dataset | 2023 |
| Counseling Center Of Waterbury, LLC | NONE | $65,340 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $65,071 | not reported in the loaded dataset | 2023 |
| C. Jabaut | NONE | $60,121 | not reported in the loaded dataset | 2023 |
| Optum Rx Inc. | NONE | $23,915 | $36,199 | 2023 |
| C. Metz | NONE | $55,300 | not reported in the loaded dataset | 2023 |
| K. Dugas | NONE | $54,247 | not reported in the loaded dataset | 2023 |
| Mpl, LLC | NONE | $0 | $49,445 | 2023 |
| Health Plan Systems, Inc. | NONE | $48,434 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $46,544 | not reported in the loaded dataset | 2023 |
| Kainen, Escalera, & Michale, Pc | NONE | $43,840 | not reported in the loaded dataset | 2023 |
| Red-Card Systems, LLC | NONE | $42,076 | not reported in the loaded dataset | 2023 |
| A. Cordier | NONE | $33,315 | not reported in the loaded dataset | 2023 |
| Millennium Technology Solutions Inc | NONE | $33,000 | not reported in the loaded dataset | 2023 |
| Fidelity Security Life Insurance Co | NONE | $31,252 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $26,793 | not reported in the loaded dataset | 2023 |
| P. Hart | NONE | $25,420 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $19,948 | $0 | 2023 |
| Charles Kantor, Md | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Sr Business Systems | NONE | $15,913 | not reported in the loaded dataset | 2023 |
| Ideal Printing Company, Inc | NONE | $14,904 | not reported in the loaded dataset | 2023 |
| Blackrock Inst Trust | NONE | $8,583 | not reported in the loaded dataset | 2023 |
| Smartsheet Inc | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $5,788 | 2023 |
| Foxhire LLC | NONE | $5,738 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iuoe Local 478 Health Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hamden, CT
- Anthem Health Plans, Inc — Schedule C compensation
- Ct Computer Service — Schedule C compensation
- D. Siniscalchi — Schedule C compensation
- L. Linton — Schedule C compensation
- Telligen, Inc. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- C. Edwards — Schedule C compensation
- S. Zlamany — Schedule C compensation
- Ct Coalition Of Taft Hartley Funds — Schedule C compensation
- K. Dwyer — Schedule C compensation
- C. Deskin-Merwede — Schedule C compensation
- Robert M. Cheverie & Assoc. P.C. — Schedule C compensation
- Delta Dental Of New Jersey, Inc. — Schedule C compensation
- Reid & Riege, P.C. — Schedule C compensation
- L. Hines — Schedule C compensation
- The Segal Company — Schedule C compensation
- C. Klein — Schedule C compensation
- D. Marcantonio — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- K. Delaney — Schedule C compensation
- P. Mcewen — Schedule C compensation
- Union Printing Inc — Schedule C compensation
- S. Dunn — Schedule C compensation
- J. Roberts — Schedule C compensation
- M. Pacelli — Schedule C compensation
- N. Bontatibus — Schedule C compensation
- M. Carey — Schedule C compensation
- Counseling Center Of Waterbury, LLC — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- C. Jabaut — Schedule C compensation
- Optum Rx Inc. — Schedule C compensation
- C. Metz — Schedule C compensation
- K. Dugas — Schedule C compensation
- Mpl, LLC — Schedule C compensation
- Health Plan Systems, Inc. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Kainen, Escalera, & Michale, Pc — Schedule C compensation
- Red-Card Systems, LLC — Schedule C compensation
- A. Cordier — Schedule C compensation
- Millennium Technology Solutions Inc — Schedule C compensation
- Fidelity Security Life Insurance Co — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- P. Hart — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Charles Kantor, Md — Schedule C compensation
- Sr Business Systems — Schedule C compensation
- Ideal Printing Company, Inc — Schedule C compensation
- Blackrock Inst Trust — Schedule C compensation
- Smartsheet Inc — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Foxhire LLC — Schedule C compensation