Ibew Local 56 Health And Welfare Plan — Form 5500 plan (Board Of Trustees Ibew Local 56 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 56 Health And Welfare Plan is a benefit plan reported by Board Of Trustees Ibew Local 56 Health And Welfare Plan under EIN 25-1158956 and plan number 501. The latest loaded filing year is 2023. The filing reports 277 participants and $9,933,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Local 56 Health And Welfare Plan
- EIN
- 25-1158956
- Plan number
- 501
- Plan type
- 1
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $9,933,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20250410094327NAL0011693587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,933,402
- Total liabilities (EOY)
- $464,643
- Net assets (EOY)
- $9,468,759
- Net assets (BOY)
- $9,162,720
Income & contributions
- Employer contributions
- $4,953,786
- Participant contributions
- $317,866
- Total contributions
- $5,271,652
- Total income / additions
- $6,208,332
Expenses & distributions
- Benefits paid
- $5,632,170
- Administrative expenses
- $270,123
- Total expenses
- $5,902,293
- Net increase / (decrease)
- $306,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health | NONE | $61,369 | not reported in the loaded dataset | 2023 |
| Patricia Burson Dorman | EMPLOYEE | $60,505 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $24,312 | not reported in the loaded dataset | 2023 |
| Frissora & Associates | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Flores & Associates | NONE | $20,771 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic And Scott | NONE | $17,638 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $15,105 | not reported in the loaded dataset | 2023 |
| Mariner Institutional LLC | NONE | $13,750 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $9,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew Local 56 Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Erie, PA
- Meritain Health — Schedule C compensation
- Patricia Burson Dorman — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Frissora & Associates — Schedule C compensation
- Flores & Associates — Schedule C compensation
- Meyer Unkovic And Scott — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Mariner Institutional LLC — Schedule C compensation
- Usi Consulting Group — Schedule C compensation