Ibt Local 191 Health Service & Insurance Plan — Form 5500 plan (Ibt Local 191 Health Service & Insurance Plan)
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, Ibt Local 191 Health Service & Insurance Plan is a benefit plan reported by Ibt Local 191 Health Service & Insurance Plan under EIN 06-0689974 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,076 participants and $159,634,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibt Local 191 Health Service & Insurance Plan
- EIN
- 06-0689974
- Plan number
- 501
- Plan type
- 1
- Location
- Bridgeport, CT
- Latest filing year
- 2023
- Participants
- 3,076
- End-of-year plan assets
- $159,634,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,076 | H, C | 20250414140108NAL0001772369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,634,859
- Total liabilities (EOY)
- $8,572,170
- Net assets (EOY)
- $151,062,689
- Net assets (BOY)
- $140,499,189
Income & contributions
- Employer contributions
- $42,235,367
- Participant contributions
- $678,774
- Total contributions
- $42,914,141
- Total income / additions
- $59,062,447
Expenses & distributions
- Benefits paid
- $46,807,240
- Administrative expenses
- $2,449,489
- Total expenses
- $49,256,729
- Net increase / (decrease)
- $9,805,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri State Joint Fund | AFFILIATED ORGANIZATION | $1,142,704 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Shield | NONE | $720,665 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $133,463 | $0 | 2023 |
| Fund Manager | EMPLOYEE | $114,587 | not reported in the loaded dataset | 2023 |
| Valenz Health | NONE | $110,186 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $86,740 | not reported in the loaded dataset | 2023 |
| Uprise Health | NONE | $76,065 | not reported in the loaded dataset | 2023 |
| Mpl LLC | NONE | $0 | $66,376 | 2023 |
| Claims Processor | EMPLOYEE | $60,091 | not reported in the loaded dataset | 2023 |
| S.M. Esposito & Company, P.C. | NONE | $56,000 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $51,523 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgmt LLC | NONE | $45,526 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $37,398 | not reported in the loaded dataset | 2023 |
| Allegiant Rx | PBM CONSULTANT | $35,603 | not reported in the loaded dataset | 2023 |
| Optum Rx | PBM | $23,386 | $11,067 | 2023 |
| Earnest Partners LLC | NONE | $27,708 | not reported in the loaded dataset | 2023 |
| Invesco Managed Accounts LLC | NONE | $21,677 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $20,998 | not reported in the loaded dataset | 2023 |
| Edwin Rooney | UNION TRUSTEE | $18,076 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $17,890 | not reported in the loaded dataset | 2023 |
| Vsp Vision Care | NONE | $14,442 | $0 | 2023 |
| Alliance Bernstein | NONE | $13,394 | not reported in the loaded dataset | 2023 |
| Forest Harvey | EMPLOYER TRUSTEE | $12,245 | not reported in the loaded dataset | 2023 |
| Waycross Partners LLC | NONE | $10,300 | not reported in the loaded dataset | 2023 |
| Preferred Network Access | NONE | $6,232 | not reported in the loaded dataset | 2023 |
| Robert Digirolamo | UNION TRUSTEE | $5,283 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibt Local 191 Health Service & Insurance Plan
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Bridgeport, CT
- Tri State Joint Fund — Schedule C compensation
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Fund Manager — Schedule C compensation
- Valenz Health — Schedule C compensation
- Claims Processor — Schedule C compensation
- Uprise Health — Schedule C compensation
- Mpl LLC — Schedule C compensation
- S.M. Esposito & Company, P.C. — Schedule C compensation
- Boyd Watterson Asset Mgmt LLC — Schedule C compensation
- Allegiant Rx — Schedule C compensation
- Optum Rx — Schedule C compensation
- Earnest Partners LLC — Schedule C compensation
- Invesco Managed Accounts LLC — Schedule C compensation
- Edwin Rooney — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Vsp Vision Care — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Forest Harvey — Schedule C compensation
- Waycross Partners LLC — Schedule C compensation
- Preferred Network Access — Schedule C compensation
- Robert Digirolamo — Schedule C compensation