Michiana Area Electrical Workers Health And Welfare Fund — Form 5500 plan (Bd Of Trustees Michiana Electrical Workers 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, Michiana Area Electrical Workers Health And Welfare Fund is a benefit plan reported by Bd Of Trustees Michiana Electrical Workers Health & Welfare Fund under EIN 35-6073323 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,372 participants and $33,973,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Michiana Electrical Workers Health & Welfare Fund
- EIN
- 35-6073323
- Plan number
- 501
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 1,372
- End-of-year plan assets
- $33,973,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,372 | H, C | 20250218153006NAL0003097105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,973,747
- Total liabilities (EOY)
- $10,830,993
- Net assets (EOY)
- $23,142,754
- Net assets (BOY)
- $19,186,586
Income & contributions
- Employer contributions
- $22,831,396
- Participant contributions
- $958,530
- Total contributions
- $23,789,926
- Total income / additions
- $26,058,359
Expenses & distributions
- Benefits paid
- $21,426,528
- Administrative expenses
- $675,663
- Total expenses
- $22,102,191
- Net increase / (decrease)
- $3,956,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everside Health LLC | NONE | $750,827 | not reported in the loaded dataset | 2023 |
| Aetna | CONTRACT ADMIN | $638,200 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $135,310 | not reported in the loaded dataset | 2023 |
| Meyers Glaros LLC | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Benesys Inc | NONE | $98,190 | not reported in the loaded dataset | 2023 |
| Anthem Insurance Co | NONE | $97,576 | not reported in the loaded dataset | 2023 |
| May Oberfell Lorber | NONE | $40,260 | not reported in the loaded dataset | 2023 |
| New Avenues Inc | NONE | $25,782 | not reported in the loaded dataset | 2023 |
| Screensafe, Inc | NONE | $25,201 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $21,650 | not reported in the loaded dataset | 2023 |
| Macquire Investment Mgmt | NONE | $20,433 | not reported in the loaded dataset | 2023 |
| Semma Health | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Michiana Electrical Workers Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Everside Health LLC — Schedule C compensation
- Aetna — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Meyers Glaros LLC — Schedule C compensation
- Benesys Inc — Schedule C compensation
- Anthem Insurance Co — Schedule C compensation
- May Oberfell Lorber — Schedule C compensation
- New Avenues Inc — Schedule C compensation
- Screensafe, Inc — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Macquire Investment Mgmt — Schedule C compensation
- Semma Health — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation