Iuoe Local 542 Supplemental Health And Welfare Plan — Form 5500 plan (Iuoe Local 542 Supplemental 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, Iuoe Local 542 Supplemental Health And Welfare Plan is a benefit plan reported by Iuoe Local 542 Supplemental Health And Welfare Fund under EIN 22-2539413 and plan number 501. The latest loaded filing year is 2023. The filing reports 120 participants and $288,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iuoe Local 542 Supplemental Health And Welfare Fund
EIN
22-2539413
Plan number
501
Plan type
1
Location
Wayne, PA
Latest filing year
2023
Participants
120
End-of-year plan assets
$288,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H, C20241010141949NAL0010122723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$288,327
Total liabilities (EOY)
$3,000
Net assets (EOY)
$285,327
Net assets (BOY)
$249,455

Income & contributions

Employer contributions
$82,781
Participant contributions
$312
Total contributions
$83,093
Total income / additions
$83,174

Expenses & distributions

Benefits paid
$33,165
Administrative expenses
$14,137
Total expenses
$47,302
Net increase / (decrease)
$35,872

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneill Consulting CorpNONE$6,000not reported in the loaded dataset2023

Related Form 5500 pages