Hra Plan — Form 5500 plan (Ibew Local 7 Supplemental 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, Hra Plan is a benefit plan reported by Ibew Local 7 Supplemental Health & Welfare Fund under EIN 26-1227271 and plan number 501. The latest loaded filing year is 2023. The filing reports 818 participants and $5,378,154 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ibew Local 7 Supplemental Health & Welfare Fund
EIN
26-1227271
Plan number
501
Plan type
1
Location
Springfield, MA
Latest filing year
2023
Participants
818
End-of-year plan assets
$5,378,154

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023818H, C20250520091302NAL0001814176001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,378,154
Net assets (EOY)
$5,378,154
Net assets (BOY)
$5,158,546

Income & contributions

Employer contributions
$726,968
Total contributions
$726,968
Total income / additions
$1,019,145

Expenses & distributions

Benefits paid
$737,679
Administrative expenses
$61,858
Total expenses
$799,537
Net increase / (decrease)
$219,608

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ibew Local 7RELATED PARTY$32,224not reported in the loaded dataset2023
Novak Francella, LLCNONE$10,500not reported in the loaded dataset2023
Lapier, Dillon, & Associates, PcNONE$6,144not reported in the loaded dataset2023

Related Form 5500 pages