Plan5500

Ibew Veba Health Savings Plan — Form 5500 plan (Board Of Trustees Of The Ibew Veba Health Savings Trust)

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 Veba Health Savings Plan is a benefit plan reported by Board Of Trustees Of The Ibew Veba Health Savings Trust under EIN 27-3644999 and plan number 505. The latest loaded filing year is 2023. The filing reports 3,093 participants and $2,450,051 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Ibew Veba Health Savings Trust
EIN
27-3644999
Plan number
505
Plan type
1
Location
Menomonee Falls, WI
Latest filing year
2023
Participants
3,093
End-of-year plan assets
$2,450,051

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,093H, C20250411045458NAL0023039393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,450,051
Total liabilities (EOY)
$0
Net assets (EOY)
$2,450,051
Net assets (BOY)
$2,539,643

Income & contributions

Total contributions
$0
Total income / additions
$256,814

Expenses & distributions

Benefits paid
$259,705
Administrative expenses
$86,701
Total expenses
$346,406
Net increase / (decrease)
-$89,592

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
BpasNONE$69,541not reported in the loaded dataset2023
Sikich Cpa LLCNONE$17,160not reported in the loaded dataset2023

Related Form 5500 pages