Ibew Local No. 150 Welfare Fund — Form 5500 plan (Trustees Under Ibew Lu 150 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. 150 Welfare Fund is a benefit plan reported by Trustees Under Ibew Lu 150 Welfare Fund under EIN 36-2327771 and plan number 501. The latest loaded filing year is 2023. The filing reports 939 participants and $47,603,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Under Ibew Lu 150 Welfare Fund
- EIN
- 36-2327771
- Plan number
- 501
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 939
- End-of-year plan assets
- $47,603,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 939 | H, C | 20250409135223NAL0030599040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,603,345
- Total liabilities (EOY)
- $2,988,967
- Net assets (EOY)
- $44,614,378
- Net assets (BOY)
- $39,445,373
Income & contributions
- Employer contributions
- $16,804,190
- Participant contributions
- $2,539,153
- Total contributions
- $19,343,343
- Total income / additions
- $23,988,276
Expenses & distributions
- Benefits paid
- $18,311,265
- Administrative expenses
- $508,006
- Total expenses
- $18,819,271
- Net increase / (decrease)
- $5,169,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Il | NONE | $367,822 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $131,774 | not reported in the loaded dataset | 2023 |
| Ibew Local 150 Pension Fund | AFFILIATED BENEFIT FUND | $79,789 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $72,310 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $67,024 | not reported in the loaded dataset | 2023 |
| Sav Rx | NONE | $48,724 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $28,448 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | NONE | $17,844 | $0 | 2023 |
| Amalgamated Bank | NONE | $14,043 | $0 | 2023 |
| Meketa Inc. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems | NONE | $10,052 | not reported in the loaded dataset | 2023 |
| Libertyville Bank & Trust | NONE | $9,018 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $6,025 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Under Ibew Lu 150 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Blue Cross Blue Shield Il — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Ibew Local 150 Pension Fund — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Sav Rx — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Meketa Inc. — Schedule C compensation
- Employee Resource Systems — Schedule C compensation
- Libertyville Bank & Trust — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation