Electrical Workers Local 252 Health & Welfare Pl — Form 5500 plan (Jt Board Trustees Ibew Local 252 Health And Welfare Trust 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 Local 252 Health & Welfare Pl is a benefit plan reported by Jt Board Trustees Ibew Local 252 Health And Welfare Trust Fund under EIN 38-6141764 and plan number 501. The latest loaded filing year is 2023. The filing reports 965 participants and $8,935,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Board Trustees Ibew Local 252 Health And Welfare Trust Fund
- EIN
- 38-6141764
- Plan number
- 501
- Plan type
- 1
- Location
- Ann Arbor, MI
- Latest filing year
- 2023
- Participants
- 965
- End-of-year plan assets
- $8,935,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 965 | H, C | 20241223151505NAL0019444594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,935,261
- Total liabilities (EOY)
- $604,498
- Net assets (EOY)
- $8,330,763
- Net assets (BOY)
- $8,062,980
Income & contributions
- Employer contributions
- $16,673,062
- Participant contributions
- $1,189,665
- Total contributions
- $17,862,727
- Total income / additions
- $18,612,088
Expenses & distributions
- Benefits paid
- $16,782,862
- Administrative expenses
- $1,561,443
- Total expenses
- $18,344,305
- Net increase / (decrease)
- $267,783
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $860,304 | not reported in the loaded dataset | 2023 |
| Ann Arbor Benefit Administrators | NONE | $349,589 | not reported in the loaded dataset | 2023 |
| Law Office Of Thomas D. Luczak Pllc | NONE | $222,594 | $5,381 | 2023 |
| Rbc Wealth Management | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Scott Settle | NONE | $33,328 | not reported in the loaded dataset | 2023 |
| Bank Of Ann Arbor | NONE | $27,902 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $26,981 | not reported in the loaded dataset | 2023 |
| Polk And Associates, P.L.C. | NONE | $19,520 | not reported in the loaded dataset | 2023 |
| Usi Ins Srvce LLC Stockton Concord | NONE | $8,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Board Trustees Ibew Local 252 Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ann Arbor, MI
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Ann Arbor Benefit Administrators — Schedule C compensation
- Law Office Of Thomas D. Luczak Pllc — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Scott Settle — Schedule C compensation
- Bank Of Ann Arbor — Schedule C compensation
- The Segal Company — Schedule C compensation
- Polk And Associates, P.L.C. — Schedule C compensation
- Usi Ins Srvce LLC Stockton Concord — Schedule C compensation