International Brotherhood Of Electrical Workers Local 17 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Ibew Local 17 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, International Brotherhood Of Electrical Workers Local 17 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Ibew Local 17 Health And Welfare Fund under EIN 23-7080551 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,073 participants and $107,827,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Local 17 Health And Welfare Fund
- EIN
- 23-7080551
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 3,073
- End-of-year plan assets
- $107,827,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,073 | H, C | 20250507121507NAL0010575777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,827,726
- Total liabilities (EOY)
- $19,415,442
- Net assets (EOY)
- $88,412,284
- Net assets (BOY)
- $75,455,289
Income & contributions
- Employer contributions
- $42,344,895
- Participant contributions
- $1,059,236
- Total contributions
- $43,404,131
- Total income / additions
- $57,830,579
Expenses & distributions
- Benefits paid
- $43,942,904
- Administrative expenses
- $930,680
- Total expenses
- $44,873,584
- Net increase / (decrease)
- $12,956,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $415,696 | not reported in the loaded dataset | 2023 |
| Hines & Associates | NONE | $273,090 | not reported in the loaded dataset | 2023 |
| Zelis | NONE | $182,138 | not reported in the loaded dataset | 2023 |
| Law Office Of Jeffrey M. Lesser | NONE | $96,302 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway & Nichols | NONE | $47,710 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $30,080 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE | $29,383 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., P.L.L.C. | NONE | $19,835 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $18,320 | not reported in the loaded dataset | 2023 |
| Ebix, Inc. | NONE | $11,600 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $8,600 | not reported in the loaded dataset | 2023 |
| Fh Group Corp. | NONE | $5,354 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew Local 17 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Hines & Associates — Schedule C compensation
- Zelis — Schedule C compensation
- Law Office Of Jeffrey M. Lesser — Schedule C compensation
- Stefansky, Holloway & Nichols — Schedule C compensation
- Comerica Bank — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Bultynck & Co., P.L.L.C. — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Ebix, Inc. — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Fh Group Corp. — Schedule C compensation