Ibew Local Union 575 Retiree Health Benefit Plan A — Form 5500 plan (Jt Bd Of Trustees Ibew Lu 575 Retiree Health Benefit Plan And 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 Local Union 575 Retiree Health Benefit Plan A is a benefit plan reported by Jt Bd Of Trustees Ibew Lu 575 Retiree Health Benefit Plan And Trust under EIN 31-1444185 and plan number 501. The latest loaded filing year is 2023. The filing reports 865 participants and $2,498,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Bd Of Trustees Ibew Lu 575 Retiree Health Benefit Plan And Trust
- EIN
- 31-1444185
- Plan number
- 501
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 865
- End-of-year plan assets
- $2,498,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 865 | H, C | 20241007161113NAL0015483185002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,498,760
- Total liabilities (EOY)
- $800
- Net assets (EOY)
- $2,497,960
- Net assets (BOY)
- $2,155,732
Income & contributions
- Employer contributions
- $774,978
- Total contributions
- $774,978
- Total income / additions
- $864,354
Expenses & distributions
- Benefits paid
- $491,028
- Administrative expenses
- $31,098
- Total expenses
- $522,126
- Net increase / (decrease)
- $342,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | NONE | $15,955 | not reported in the loaded dataset | 2023 |
| Gray, Griffith & Mays, A.C. | NONE | $6,432 | not reported in the loaded dataset | 2023 |