Cedar Rapids Electrical Workers Local #405 Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Cedar Rapids Electrical Workers)
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, Cedar Rapids Electrical Workers Local #405 Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Cedar Rapids Electrical Workers under EIN 23-7091120 and plan number 501. The latest loaded filing year is 2023. The filing reports 868 participants and $23,560,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Cedar Rapids Electrical Workers
- EIN
- 23-7091120
- Plan number
- 501
- Plan type
- 1
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 868
- End-of-year plan assets
- $23,560,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 868 | H, C | 20240605114816NAL0020643729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,560,944
- Total liabilities (EOY)
- $1,654,255
- Net assets (EOY)
- $21,906,689
- Net assets (BOY)
- $18,205,445
Income & contributions
- Employer contributions
- $14,057,352
- Participant contributions
- $274,986
- Total contributions
- $14,332,338
- Total income / additions
- $16,427,181
Expenses & distributions
- Benefits paid
- $11,695,939
- Administrative expenses
- $1,029,998
- Total expenses
- $12,725,937
- Net increase / (decrease)
- $3,701,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellmark Health Plan Of Iowa, Inc. | NONE | $548,827 | not reported in the loaded dataset | 2023 |
| Employee Group Services Ltd Dba Aux | NONE | $221,891 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $88,874 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Iowa | NONE | $53,391 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $36,077 | not reported in the loaded dataset | 2023 |
| Benefit Advisors, Inc. Dba Acumen | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $13,800 | not reported in the loaded dataset | 2023 |
| Cedar Rapids Bank And Trust | NONE | $8,621 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $5,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Cedar Rapids Electrical Workers
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Wellmark Health Plan Of Iowa, Inc. — Schedule C compensation
- Employee Group Services Ltd Dba Aux — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Delta Dental Of Iowa — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Benefit Advisors, Inc. Dba Acumen — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Cedar Rapids Bank And Trust — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation