Ibew Local No. 82 Health & Welfare Fund — Form 5500 plan (Ibew Local No. 82 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, Ibew Local No. 82 Health & Welfare Fund is a benefit plan reported by Ibew Local No. 82 Health & Welfare Fund under EIN 31-6084151 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,441 participants and $36,581,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local No. 82 Health & Welfare Fund
- EIN
- 31-6084151
- Plan number
- 501
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 1,441
- End-of-year plan assets
- $36,581,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,441 | H, C | 20250411084424NAL0025993313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,581,496
- Total liabilities (EOY)
- $4,057,743
- Net assets (EOY)
- $32,523,753
- Net assets (BOY)
- $30,256,240
Income & contributions
- Employer contributions
- $16,730,861
- Participant contributions
- $589,613
- Total contributions
- $17,320,474
- Total income / additions
- $20,661,563
Expenses & distributions
- Benefits paid
- $17,028,630
- Administrative expenses
- $1,365,420
- Total expenses
- $18,394,050
- Net increase / (decrease)
- $2,267,513
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Community Insurance Company | NONE | $575,571 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $507,169 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | NONE | $216,046 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $69,000 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $63,010 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $26,409 | not reported in the loaded dataset | 2023 |
| Western Ohio Chapter Neca | NONE | $18,976 | not reported in the loaded dataset | 2023 |
| Dover Consulting Group | NONE | $17,958 | not reported in the loaded dataset | 2023 |
| Empathia Pacific, Inc. | NONE | $16,529 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $16,075 | not reported in the loaded dataset | 2023 |
| International Foundation Of | NONE | $14,255 | not reported in the loaded dataset | 2023 |
| Johnson Printing | NONE | $14,121 | not reported in the loaded dataset | 2023 |
| Mountain State Insurance Agency | NONE | $6,965 | not reported in the loaded dataset | 2023 |
| Premier Community Health | NONE | $6,095 | not reported in the loaded dataset | 2023 |
| Key Bank, Na | NONE | $5,933 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local No. 82 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- Community Insurance Company — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Western Ohio Chapter Neca — Schedule C compensation
- Dover Consulting Group — Schedule C compensation
- Empathia Pacific, Inc. — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- International Foundation Of — Schedule C compensation
- Johnson Printing — Schedule C compensation
- Mountain State Insurance Agency — Schedule C compensation
- Premier Community Health — Schedule C compensation
- Key Bank, Na — Schedule C compensation