I.B.E.W. Local #910 Health & Welfare Fund — Form 5500 plan (Trustees Of The I.B.E.W. Local 910 Health & 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, I.B.E.W. Local #910 Health & Welfare Fund is a benefit plan reported by Trustees Of The I.B.E.W. Local 910 Health & Welfare Fund under EIN 16-6053626 and plan number 501. The latest loaded filing year is 2023. The filing reports 478 participants and $9,607,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The I.B.E.W. Local 910 Health & Welfare Fund
- EIN
- 16-6053626
- Plan number
- 501
- Plan type
- 1
- Location
- Watertown, NY
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $9,607,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20250412144441NAL0013521267003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,607,567
- Total liabilities (EOY)
- $520,651
- Net assets (EOY)
- $9,086,916
- Net assets (BOY)
- $8,962,473
Income & contributions
- Employer contributions
- $6,005,553
- Participant contributions
- $332,291
- Total contributions
- $6,337,844
- Total income / additions
- $7,131,010
Expenses & distributions
- Benefits paid
- $6,236,855
- Administrative expenses
- $769,712
- Total expenses
- $7,006,567
- Net increase / (decrease)
- $124,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excellus Health Plan Inc | THIRD PARTY ADMINISTRATOR | $271,893 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | ATTORNEY | $24,786 | not reported in the loaded dataset | 2023 |
| D'Arcangelo & Co., Llp | AUDITOR | $22,000 | not reported in the loaded dataset | 2023 |
| C.S. Mckee Lp | INVESTMENT MANAGER | $16,038 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast Inc | ACTUARY | $12,600 | not reported in the loaded dataset | 2023 |
| Hightower Advisors Morgia Grp | INVESTMENT ADVISOR | $8,400 | not reported in the loaded dataset | 2023 |
| Integra Consulting, Inc | NONE | $6,402 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The I.B.E.W. Local 910 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Watertown, NY
- Excellus Health Plan Inc — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- D'Arcangelo & Co., Llp — Schedule C compensation
- C.S. Mckee Lp — Schedule C compensation
- Bolton Partners Northeast Inc — Schedule C compensation
- Hightower Advisors Morgia Grp — Schedule C compensation
- Integra Consulting, Inc — Schedule C compensation