I.B.E.W. Local 38 Health & Welfare Fund — Form 5500 plan (I.B.E.W. Local 38 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, I.B.E.W. Local 38 Health & Welfare Fund is a benefit plan reported by I.B.E.W. Local 38 Health & Welfare Fund under EIN 34-6529234 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,649 participants and $26,055,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.B.E.W. Local 38 Health & Welfare Fund
- EIN
- 34-6529234
- Plan number
- 501
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 2,649
- End-of-year plan assets
- $26,055,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,649 | H, C | 20250215051507NAL0025571185002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,055,921
- Total liabilities (EOY)
- $7,143,927
- Net assets (EOY)
- $18,911,994
- Net assets (BOY)
- $16,673,496
Income & contributions
- Employer contributions
- $31,054,337
- Participant contributions
- $5,601,400
- Total contributions
- $36,655,737
- Total income / additions
- $37,548,516
Expenses & distributions
- Benefits paid
- $33,566,356
- Administrative expenses
- $1,743,662
- Total expenses
- $35,310,018
- Net increase / (decrease)
- $2,238,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross & Blue Shield | ASO - CLAIMS PROCESSING | $988,578 | not reported in the loaded dataset | 2023 |
| Ibew Local 38 Fringe Benefit Funds | CONTRACT ADMINISTRATOR | $171,816 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Ohio | CLAIMS PROCESSING | $120,877 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $73,000 | not reported in the loaded dataset | 2023 |
| G&E Hc Reit Ii Pkwy Med Center LLC | RENT | $68,079 | not reported in the loaded dataset | 2023 |
| Alotta Farley & Co Llp | ATTORNEY | $61,567 | not reported in the loaded dataset | 2023 |
| Sav Rx | CLAIMS PROCESSING | $55,132 | not reported in the loaded dataset | 2023 |
| P&A Group | CLAIMS PROCESSING | $50,028 | not reported in the loaded dataset | 2023 |
| Center For Families And Children | ADMINISTRATIVE SERVICES | $37,368 | not reported in the loaded dataset | 2023 |
| Vision Services Plan | PROVIDER | $31,132 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | INVESTMENT MANAGER | $25,505 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $19,900 | not reported in the loaded dataset | 2023 |
| Manning & Napier | INVESTMENT MANAGER | $17,244 | not reported in the loaded dataset | 2023 |
| Pcori | NONE | $14,364 | not reported in the loaded dataset | 2023 |
| Segal Marco Consulting | INVESTMENT CONSULTANT | $12,000 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | COMPUTER SOFTWARE SERVICE | $7,003 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | INVESTMENT MANAGER | $5,891 | not reported in the loaded dataset | 2023 |
| Pnc Bank Na | BANK SERVICES | $5,791 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.B.E.W. Local 38 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Anthem Blue Cross & Blue Shield — Schedule C compensation
- Ibew Local 38 Fringe Benefit Funds — Schedule C compensation
- Delta Dental Of Ohio — Schedule C compensation
- The Segal Company — Schedule C compensation
- G&E Hc Reit Ii Pkwy Med Center LLC — Schedule C compensation
- Alotta Farley & Co Llp — Schedule C compensation
- Sav Rx — Schedule C compensation
- P&A Group — Schedule C compensation
- Center For Families And Children — Schedule C compensation
- Vision Services Plan — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc. — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Pcori — Schedule C compensation
- Segal Marco Consulting — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Pnc Bank Na — Schedule C compensation