Insulators Local 23 Health And Welfare Plan — Form 5500 plan (Insulators Local 23 Health And Welfare Board Of Trustees)
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, Insulators Local 23 Health And Welfare Plan is a benefit plan reported by Insulators Local 23 Health And Welfare Board Of Trustees under EIN 23-7366317 and plan number 501. The latest loaded filing year is 2023. The filing reports 167 participants and $6,567,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insulators Local 23 Health And Welfare Board Of Trustees
- EIN
- 23-7366317
- Plan number
- 501
- Plan type
- 1
- Location
- Grantville, PA
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $6,567,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20250509140826NAL0013366833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,567,561
- Total liabilities (EOY)
- $253,064
- Net assets (EOY)
- $6,314,497
- Net assets (BOY)
- $5,825,600
Income & contributions
- Employer contributions
- $3,206,838
- Participant contributions
- $126,342
- Total contributions
- $3,333,180
- Total income / additions
- $3,904,196
Expenses & distributions
- Benefits paid
- $2,824,690
- Administrative expenses
- $590,609
- Total expenses
- $3,415,299
- Net increase / (decrease)
- $488,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Bluecross | NONE | $125,633 | not reported in the loaded dataset | 2023 |
| Insulators Local 23 | LOCAL UNION | $90,024 | not reported in the loaded dataset | 2023 |
| Hawley Consulting Group | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Benecard Services | NONE | $43,056 | not reported in the loaded dataset | 2023 |
| Willig Williams And Davidson | NONE | $27,172 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company, Pc | NONE | $12,900 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants | NONE | $11,804 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Pennsylvania | NONE | $8,777 | not reported in the loaded dataset | 2023 |
| Graystone Investment Group | NONE | $7,220 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insulators Local 23 Health And Welfare Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Grantville, PA
- Capital Bluecross — Schedule C compensation
- Insulators Local 23 — Schedule C compensation
- Hawley Consulting Group — Schedule C compensation
- Benecard Services — Schedule C compensation
- Willig Williams And Davidson — Schedule C compensation
- Alan Ross & Company, Pc — Schedule C compensation
- Jbm Computer Consultants — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- Graystone Investment Group — Schedule C compensation