Iron Workers Local 383 Health Care Plan — Form 5500 plan (Board Of Trustees Of Iron Workers Local 383 Health Care Plan)

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, Iron Workers Local 383 Health Care Plan is a benefit plan reported by Board Of Trustees Of Iron Workers Local 383 Health Care Plan under EIN 39-1365594 and plan number 501. The latest loaded filing year is 2023. The filing reports 557 participants and $5,416,679 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Iron Workers Local 383 Health Care Plan
EIN
39-1365594
Plan number
501
Plan type
1
Location
Madison, WI
Latest filing year
2023
Participants
557
End-of-year plan assets
$5,416,679

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023557H, C20250616100342NAL0001975922001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,416,679
Total liabilities (EOY)
$6,527,009
Net assets (EOY)
-$1,110,330
Net assets (BOY)
-$2,124,559

Income & contributions

Employer contributions
$7,175,003
Participant contributions
$387,401
Total contributions
$7,562,404
Total income / additions
$7,842,859

Expenses & distributions

Benefits paid
$6,408,401
Administrative expenses
$420,229
Total expenses
$6,828,630
Net increase / (decrease)
$1,014,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bpa Of Wi A Benesys CompanyNONE$294,651not reported in the loaded dataset2023
Anthem Blue Cross Blue ShieldNONE$195,927not reported in the loaded dataset2023
Case Management Specialists, Inc.NONE$35,571not reported in the loaded dataset2023
Sikich Cpa LLCNONE$22,750not reported in the loaded dataset2023
Medexpert International, Inc.NONE$21,600not reported in the loaded dataset2023
Aurora Employer SolutionsNONE$12,668not reported in the loaded dataset2023
Lee Jost & AssociatesNONE$12,000not reported in the loaded dataset2023
Midwest Institutional Trust CompanyNONE$10,661not reported in the loaded dataset2023
Us BankNONE$7,846not reported in the loaded dataset2023
Wex Health, Inc.NONE$6,290not reported in the loaded dataset2023
Express Scripts Holding CompanyNONE$6,074not reported in the loaded dataset2023

Related Form 5500 pages