Ibew Local Union No. 126 Health And Welfare Plan — Form 5500 plan (Trustees Of Ibew Local Union No. 126 Health And Welfare 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, Ibew Local Union No. 126 Health And Welfare Plan is a benefit plan reported by Trustees Of Ibew Local Union No. 126 Health And Welfare Plan under EIN 23-6395223 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,138 participants and $146,336,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local Union No. 126 Health And Welfare Plan
- EIN
- 23-6395223
- Plan number
- 501
- Plan type
- 1
- Location
- Collegeville, PA
- Latest filing year
- 2023
- Participants
- 2,138
- End-of-year plan assets
- $146,336,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,138 | H, C | 20240925162946NAL0020236192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,336,785
- Total liabilities (EOY)
- $3,872,232
- Net assets (EOY)
- $142,464,553
- Net assets (BOY)
- $121,548,579
Income & contributions
- Employer contributions
- $56,045,197
- Participant contributions
- $726,247
- Total contributions
- $56,771,444
- Total income / additions
- $64,161,212
Expenses & distributions
- Benefits paid
- $40,856,932
- Administrative expenses
- $2,388,306
- Total expenses
- $43,245,238
- Net increase / (decrease)
- $20,915,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Administrators | NONE | $1,125,382 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $194,865 | $0 | 2023 |
| Principal Custody Solutions | NONE | $137,798 | not reported in the loaded dataset | 2023 |
| Teladoc Inc | NONE | $133,138 | not reported in the loaded dataset | 2023 |
| Lacher & Associates Ins. Agency Inc | NONE | $120,200 | not reported in the loaded dataset | 2023 |
| Ibew Local Union No. 126 | RELATED | $119,953 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Pennsylvania | NONE | $78,725 | not reported in the loaded dataset | 2023 |
| Compusys Of Utah, Inc. | NONE | $59,579 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $46,170 | not reported in the loaded dataset | 2023 |
| Guardian Life Insurance | NONE | $43,367 | not reported in the loaded dataset | 2023 |
| Summit Actuarial | NONE | $39,076 | not reported in the loaded dataset | 2023 |
| Fox Rothschild, Llp | NONE | $25,550 | not reported in the loaded dataset | 2023 |
| Amerihealth Administrators | NONE | $20,823 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $20,273 | not reported in the loaded dataset | 2023 |
| Eyelation | NONE | $10,266 | not reported in the loaded dataset | 2023 |
| Cleary & Josem Llp | NONE | $9,745 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local Union No. 126 Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Collegeville, PA
- Independent Administrators — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Teladoc Inc — Schedule C compensation
- Lacher & Associates Ins. Agency Inc — Schedule C compensation
- Ibew Local Union No. 126 — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- Compusys Of Utah, Inc. — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Guardian Life Insurance — Schedule C compensation
- Summit Actuarial — Schedule C compensation
- Fox Rothschild, Llp — Schedule C compensation
- Amerihealth Administrators — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Eyelation — Schedule C compensation
- Cleary & Josem Llp — Schedule C compensation