Ibew Local No 129 Health And Welfare Fund — Form 5500 plan (Bd Of Trustees Ibew Local No 129 Health And 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 129 Health And Welfare Fund is a benefit plan reported by Bd Of Trustees Ibew Local No 129 Health And Welfare Fund under EIN 34-6608616 and plan number 501. The latest loaded filing year is 2023. The filing reports 471 participants and $5,098,577 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Ibew Local No 129 Health And Welfare Fund
- EIN
- 34-6608616
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $5,098,577
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20250218130008NAL0007738818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,098,577
- Total liabilities (EOY)
- $1,727,585
- Net assets (EOY)
- $3,370,992
- Net assets (BOY)
- $3,326,620
Income & contributions
- Employer contributions
- $4,995,683
- Participant contributions
- $695,675
- Total contributions
- $5,691,358
- Total income / additions
- $5,860,428
Expenses & distributions
- Benefits paid
- $5,142,706
- Administrative expenses
- $673,350
- Total expenses
- $5,816,056
- Net increase / (decrease)
- $44,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem | NONE | $273,202 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE | $128,866 | not reported in the loaded dataset | 2023 |
| Ibew Local No 129 Fringe Benfits | BENEFIT ADMINISTRATION | $106,641 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $57,500 | not reported in the loaded dataset | 2023 |
| Allotta Farley Co Lpa | NONE | $51,805 | not reported in the loaded dataset | 2023 |
| Dgperry | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Ancora | NONE | $6,286 | not reported in the loaded dataset | 2023 |
| Key Bank | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Ibew Local No 129 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Anthem — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Ibew Local No 129 Fringe Benfits — Schedule C compensation
- The Segal Company — Schedule C compensation
- Allotta Farley Co Lpa — Schedule C compensation
- Dgperry — Schedule C compensation
- Ancora — Schedule C compensation
- Key Bank — Schedule C compensation