Ibew Local 701 Welfare Fund — Form 5500 plan (Board Of Trustees-Ibew Local 701 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 701 Welfare Fund is a benefit plan reported by Board Of Trustees-Ibew Local 701 Welfare Fund under EIN 36-2951116 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,230 participants and $75,593,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Ibew Local 701 Welfare Fund
- EIN
- 36-2951116
- Plan number
- 501
- Plan type
- 1
- Location
- Warrenville, IL
- Latest filing year
- 2023
- Participants
- 2,230
- End-of-year plan assets
- $75,593,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,230 | H, C | 20250214103322NAL0048059746002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,593,982
- Total liabilities (EOY)
- $22,885,816
- Net assets (EOY)
- $52,708,166
- Net assets (BOY)
- $54,188,914
Income & contributions
- Employer contributions
- $34,999,798
- Participant contributions
- $4,101,862
- Total contributions
- $39,101,660
- Total income / additions
- $44,394,631
Expenses & distributions
- Benefits paid
- $44,061,180
- Administrative expenses
- $1,814,199
- Total expenses
- $45,875,379
- Net increase / (decrease)
- -$1,480,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marathon Health LLC | NONE | $1,117,824 | not reported in the loaded dataset | 2023 |
| Health Care Service Corporation | NONE | $778,046 | $0 | 2023 |
| Union Eyes | NONE | $554,753 | not reported in the loaded dataset | 2023 |
| Terry Musto | EMPLOYEE | $135,180 | not reported in the loaded dataset | 2023 |
| Charley Galassini | EMPLOYEE | $129,948 | not reported in the loaded dataset | 2023 |
| Brian Benson | EMPLOYEE | $115,079 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $106,012 | not reported in the loaded dataset | 2023 |
| Beverly Harrison | EMPLOYEE | $99,054 | not reported in the loaded dataset | 2023 |
| Red-Card Systems, LLC | NONE | $84,461 | not reported in the loaded dataset | 2023 |
| Ashley N. Treder | EMPLOYEE | $74,532 | not reported in the loaded dataset | 2023 |
| Cynthia Polster | EMPLOYEE | $72,780 | not reported in the loaded dataset | 2023 |
| Foster & Foster, Inc. | NONE | $72,252 | not reported in the loaded dataset | 2023 |
| Holly Russell | EMPLOYEE | $63,264 | not reported in the loaded dataset | 2023 |
| Sav-Rx Prescription Service | NONE | $56,744 | not reported in the loaded dataset | 2023 |
| Arnold & Kadjan Llp | NONE | $51,818 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Illinois | NONE | $51,014 | not reported in the loaded dataset | 2023 |
| Total Administrative Services Corp | NONE | $49,789 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $49,067 | $0 | 2023 |
| Sarah Garlinger | EMPLOYEE | $48,419 | not reported in the loaded dataset | 2023 |
| Diana Sabal | EMPLOYEE | $48,223 | not reported in the loaded dataset | 2023 |
| Absolute Solutions | NONE | $48,160 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc | NONE | $47,730 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners Inc. | NONE | $46,533 | not reported in the loaded dataset | 2023 |
| Cheryl Martinez | EMPLOYEE | $44,661 | not reported in the loaded dataset | 2023 |
| Bmo Harris | NONE | $40,430 | $0 | 2023 |
| Med-Care Management | NONE | $40,387 | not reported in the loaded dataset | 2023 |
| Christina Zamora | EMPLOYEE | $35,746 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $33,012 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $29,650 | not reported in the loaded dataset | 2023 |
| Richard J Wolf & Company Inc. | NONE | $17,294 | not reported in the loaded dataset | 2023 |
| Marquette & Associates | NONE | $15,600 | not reported in the loaded dataset | 2023 |
| National Vision Administrators, LLC | NONE | $12,830 | not reported in the loaded dataset | 2023 |
| Eric J Fernandez & Co | NONE | $9,913 | not reported in the loaded dataset | 2023 |
| Morgan Birge And Associates | NONE | $9,652 | not reported in the loaded dataset | 2023 |
| Gregorio Stec Klein And Hose | NONE | $5,295 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Ibew Local 701 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Warrenville, IL
- Marathon Health LLC — Schedule C compensation
- Health Care Service Corporation — Schedule C compensation
- Union Eyes — Schedule C compensation
- Terry Musto — Schedule C compensation
- Charley Galassini — Schedule C compensation
- Brian Benson — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Beverly Harrison — Schedule C compensation
- Red-Card Systems, LLC — Schedule C compensation
- Ashley N. Treder — Schedule C compensation
- Cynthia Polster — Schedule C compensation
- Foster & Foster, Inc. — Schedule C compensation
- Holly Russell — Schedule C compensation
- Sav-Rx Prescription Service — Schedule C compensation
- Arnold & Kadjan Llp — Schedule C compensation
- Delta Dental Of Illinois — Schedule C compensation
- Total Administrative Services Corp — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Sarah Garlinger — Schedule C compensation
- Diana Sabal — Schedule C compensation
- Absolute Solutions — Schedule C compensation
- National Investment Services, Inc — Schedule C compensation
- Lasalle Consulting Partners Inc. — Schedule C compensation
- Cheryl Martinez — Schedule C compensation
- Bmo Harris — Schedule C compensation
- Med-Care Management — Schedule C compensation
- Christina Zamora — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Richard J Wolf & Company Inc. — Schedule C compensation
- Marquette & Associates — Schedule C compensation
- National Vision Administrators, LLC — Schedule C compensation
- Eric J Fernandez & Co — Schedule C compensation
- Morgan Birge And Associates — Schedule C compensation
- Gregorio Stec Klein And Hose — Schedule C compensation