Toledo Electrical Welfare Fund — Form 5500 plan (Board Of Trustees Toledo Electrical 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, Toledo Electrical Welfare Fund is a benefit plan reported by Board Of Trustees Toledo Electrical Welfare Fund under EIN 34-4441661 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,491 participants and $95,088,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Toledo Electrical Welfare Fund
- EIN
- 34-4441661
- Plan number
- 501
- Plan type
- 1
- Location
- Rossford, OH
- Latest filing year
- 2023
- Participants
- 2,491
- End-of-year plan assets
- $95,088,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,491 | H, C | 20241009100928NAL0009095987002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,088,652
- Total liabilities (EOY)
- $5,208,722
- Net assets (EOY)
- $89,879,930
- Net assets (BOY)
- $80,736,024
Income & contributions
- Employer contributions
- $45,513,848
- Participant contributions
- $2,220,131
- Total contributions
- $47,733,979
- Total income / additions
- $53,303,114
Expenses & distributions
- Benefits paid
- $42,668,831
- Administrative expenses
- $1,490,377
- Total expenses
- $44,159,208
- Net increase / (decrease)
- $9,143,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwo Electrical Administrators Inc | RECORD KEEPER AND ADMIN | $1,190,938 | not reported in the loaded dataset | 2023 |
| Express Scripts | PRESCRIPTION SERVICES | $690,951 | not reported in the loaded dataset | 2023 |
| American Health Holding | CASE MANAGEMENT SERVICES | $357,867 | not reported in the loaded dataset | 2023 |
| Included Health Inc | BENEFIT CONSULTING | $314,080 | not reported in the loaded dataset | 2023 |
| Frontpath Health Coalition | BENEFIT REPRICING | $168,621 | not reported in the loaded dataset | 2023 |
| Foster And Foster, Inc | BENEFIT CONSULTING | $133,085 | not reported in the loaded dataset | 2023 |
| Asmed Healthcare | BENEFIT REPRICING | $106,339 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc | IT CONSULTANTS | $96,103 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Ohio | BENEFIT ADMINISTRATOR | $82,458 | not reported in the loaded dataset | 2023 |
| Renalogic | DIALYSIS REPRICING SERV | $81,866 | not reported in the loaded dataset | 2023 |
| Mspc Cpas & Advisors, P.C. | AUDITOR | $52,420 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | ATTORNEY | $31,681 | not reported in the loaded dataset | 2023 |
| Prism Healthcare Resources Inc | BENEFIT CONSULTING | $30,000 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | INVESTMENT CUSTODIAN | $28,152 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $19,761 | not reported in the loaded dataset | 2023 |
| Armsrxllc | PHARMACY CONSULTING | $16,677 | not reported in the loaded dataset | 2023 |
| Eye Med | VISION SERVICES | $16,281 | not reported in the loaded dataset | 2023 |
| Change Healthcare | POSATGE AND MAILING SERV | $15,010 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Toledo Electrical Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Rossford, OH
- Nwo Electrical Administrators Inc — Schedule C compensation
- Express Scripts — Schedule C compensation
- American Health Holding — Schedule C compensation
- Included Health Inc — Schedule C compensation
- Frontpath Health Coalition — Schedule C compensation
- Foster And Foster, Inc — Schedule C compensation
- Asmed Healthcare — Schedule C compensation
- Innovative Software Solutions, Inc — Schedule C compensation
- Delta Dental Of Ohio — Schedule C compensation
- Renalogic — Schedule C compensation
- Mspc Cpas & Advisors, P.C. — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Prism Healthcare Resources Inc — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Armsrxllc — Schedule C compensation
- Eye Med — Schedule C compensation
- Change Healthcare — Schedule C compensation