143 Ibew Benefit Funds Health & Welfare Fund — Form 5500 plan (Ibew 143 Benefit Funds-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, 143 Ibew Benefit Funds Health & Welfare Fund is a benefit plan reported by Ibew 143 Benefit Funds-Health & Welfare Fund under EIN 23-6537047 and plan number 501. The latest loaded filing year is 2023. The filing reports 489 participants and $16,112,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew 143 Benefit Funds-Health & Welfare Fund
- EIN
- 23-6537047
- Plan number
- 501
- Plan type
- 1
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 489
- End-of-year plan assets
- $16,112,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 489 | H, C | 20241014090237NAL0026870033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,112,037
- Total liabilities (EOY)
- $1,135,819
- Net assets (EOY)
- $14,976,218
- Net assets (BOY)
- $13,292,020
Income & contributions
- Employer contributions
- $9,043,609
- Participant contributions
- $739,879
- Total contributions
- $10,540,934
- Total income / additions
- $12,001,757
Expenses & distributions
- Benefits paid
- $9,718,247
- Administrative expenses
- $599,312
- Total expenses
- $10,317,559
- Net increase / (decrease)
- $1,684,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D H Evans Tpa LLC Dba Path Admin | NONE | $283,041 | not reported in the loaded dataset | 2023 |
| Meritain Health | NONE | $92,817 | not reported in the loaded dataset | 2023 |
| Benecard | NONE | $67,664 | not reported in the loaded dataset | 2023 |
| Pfm Advisors | NONE | $34,401 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $28,140 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $15,392 | not reported in the loaded dataset | 2023 |
| United Concordia | NONE | $12,884 | not reported in the loaded dataset | 2023 |
| Sav-Rx | NONE | $10,752 | not reported in the loaded dataset | 2023 |
| Cowden Associates | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew 143 Benefit Funds-Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- D H Evans Tpa LLC Dba Path Admin — Schedule C compensation
- Meritain Health — Schedule C compensation
- Benecard — Schedule C compensation
- Pfm Advisors — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Packer Thomas — Schedule C compensation
- United Concordia — Schedule C compensation
- Sav-Rx — Schedule C compensation
- Cowden Associates — Schedule C compensation