Electrical Workers' Insurance Fund — Form 5500 plan (Board Of Trustees, Electrical Workers Insurance 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, Electrical Workers' Insurance Fund is a benefit plan reported by Board Of Trustees, Electrical Workers Insurance Fund under EIN 38-1393235 and plan number 503. The latest loaded filing year is 2023. The filing reports 5,721 participants and $130,217,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Electrical Workers Insurance Fund
- EIN
- 38-1393235
- Plan number
- 503
- Plan type
- 1
- Location
- Madison Heights, MI
- Latest filing year
- 2023
- Participants
- 5,721
- End-of-year plan assets
- $130,217,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,721 | H, C | 20250714090010NAL0001181712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,217,795
- Total liabilities (EOY)
- $1,393,743
- Net assets (EOY)
- $128,824,052
- Net assets (BOY)
- $115,785,326
Income & contributions
- Employer contributions
- $68,500,500
- Participant contributions
- $6,133,203
- Total contributions
- $74,633,703
- Total income / additions
- $92,301,142
Expenses & distributions
- Benefits paid
- $77,695,735
- Administrative expenses
- $1,566,681
- Total expenses
- $79,262,416
- Net increase / (decrease)
- $13,038,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Benefit Services Inc | CONTROLLED ENTITY | $5,329,951 | $0 | 2023 |
| United Claims Solutions/Valenz Fees | NONE | $0 | $801,564 | 2023 |
| Hello Heart | NONE | $0 | $677,964 | 2023 |
| Healthjoy LLC | NONE | $0 | $635,600 | 2023 |
| Alliance Health & Life (Hap) | NONE | $0 | $603,300 | 2023 |
| Emergency Health Insurance Mgmt | NONE | $0 | $479,345 | 2023 |
| Delta Dental Of Michigan | NONE | $210,237 | not reported in the loaded dataset | 2023 |
| Sword Health Technologies | NONE | $0 | $162,800 | 2023 |
| Pnc Bank Institutional Investments | NONE | $153,810 | $0 | 2023 |
| Included Health | NONE | $0 | $151,072 | 2023 |
| American Health Holding Inc | NONE | $0 | $138,480 | 2023 |
| Part D Advisors | NONE | $123,676 | not reported in the loaded dataset | 2023 |
| Michele Davis | EMPLOYEE (WAGES PAID) | $116,315 | not reported in the loaded dataset | 2023 |
| E Craig Young | EMPLOYEE (WAGES PAID) | $103,515 | not reported in the loaded dataset | 2023 |
| Ulliance Inc. | NONE | $0 | $95,922 | 2023 |
| Mms Analytics Inc (Talon) | NONE | $0 | $89,026 | 2023 |
| Christina Popso | EMPLOYEE (WAGES PAID) | $79,375 | not reported in the loaded dataset | 2023 |
| Jessica Cyprus | EMPLOYEE (WAGES PAID) | $73,946 | not reported in the loaded dataset | 2023 |
| Clarkston Capital Partners | NONE | $62,955 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $61,363 | not reported in the loaded dataset | 2023 |
| Solxsys | NONE | $59,375 | not reported in the loaded dataset | 2023 |
| Svs/Spectera Vision Inc | NONE | $56,770 | not reported in the loaded dataset | 2023 |
| Amber Crunk | EMPLOYEE (WAGES PAID) | $48,584 | not reported in the loaded dataset | 2023 |
| Watkins, Pawlick Calati & Prifti Pc | NONE | $47,780 | not reported in the loaded dataset | 2023 |
| Mcclain Smith & Wenz, Pc | AUDITOR OF PARENT ORGANIZ | $47,365 | not reported in the loaded dataset | 2023 |
| Benegration | NONE | $38,332 | not reported in the loaded dataset | 2023 |
| Timberland | NONE | $0 | $34,621 | 2023 |
| Seizert Capital Partners | NONE | $32,045 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $0 | $30,576 | 2023 |
| Auxiom | NONE | $27,067 | not reported in the loaded dataset | 2023 |
| Benesys Inc | NONE | $19,590 | not reported in the loaded dataset | 2023 |
| Zenwork Inc | NONE | $15,077 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc | NONE | $14,750 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co | NONE | $9,114 | not reported in the loaded dataset | 2023 |
| First Health | NONE | $0 | $6,505 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Electrical Workers Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Madison Heights, MI
- Professional Benefit Services Inc — Schedule C compensation
- United Claims Solutions/Valenz Fees — Schedule C compensation
- Hello Heart — Schedule C compensation
- Healthjoy LLC — Schedule C compensation
- Alliance Health & Life (Hap) — Schedule C compensation
- Emergency Health Insurance Mgmt — Schedule C compensation
- Delta Dental Of Michigan — Schedule C compensation
- Sword Health Technologies — Schedule C compensation
- Pnc Bank Institutional Investments — Schedule C compensation
- Included Health — Schedule C compensation
- American Health Holding Inc — Schedule C compensation
- Part D Advisors — Schedule C compensation
- Michele Davis — Schedule C compensation
- E Craig Young — Schedule C compensation
- Ulliance Inc. — Schedule C compensation
- Mms Analytics Inc (Talon) — Schedule C compensation
- Christina Popso — Schedule C compensation
- Jessica Cyprus — Schedule C compensation
- Clarkston Capital Partners — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Solxsys — Schedule C compensation
- Svs/Spectera Vision Inc — Schedule C compensation
- Amber Crunk — Schedule C compensation
- Watkins, Pawlick Calati & Prifti Pc — Schedule C compensation
- Mcclain Smith & Wenz, Pc — Schedule C compensation
- Benegration — Schedule C compensation
- Timberland — Schedule C compensation
- Seizert Capital Partners — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Auxiom — Schedule C compensation
- Benesys Inc — Schedule C compensation
- Zenwork Inc — Schedule C compensation
- United Actuarial Services Inc — Schedule C compensation
- American Graphics Printing Co — Schedule C compensation
- First Health — Schedule C compensation