Ibew Local No. 1 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Of Ibew Local 1 Health & 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. 1 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Of Ibew Local 1 Health & Welfare Fund under EIN 43-0678755 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,065 participants and $186,861,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew Local 1 Health & Welfare Fund
- EIN
- 43-0678755
- Plan number
- 501
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 5,065
- End-of-year plan assets
- $186,861,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,065 | H, C | 20241015160830NAL0015046515003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $186,861,201
- Total liabilities (EOY)
- $11,223,124
- Net assets (EOY)
- $175,638,077
- Net assets (BOY)
- $171,862,639
Income & contributions
- Employer contributions
- $71,031,066
- Participant contributions
- $3,542,073
- Total contributions
- $74,573,139
- Total income / additions
- $88,859,610
Expenses & distributions
- Benefits paid
- $81,577,296
- Administrative expenses
- $3,506,876
- Total expenses
- $85,084,172
- Net increase / (decrease)
- $3,775,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ibew-Neca Service Center | COMMON AFFILIATION | $2,297,357 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $1,736,145 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Com | NONE | $1,631,558 | $0 | 2023 |
| The Segal Company | NONE | $215,174 | $13,023 | 2023 |
| Delta Dental | NONE | $219,604 | not reported in the loaded dataset | 2023 |
| Commerce Bank | NONE | $153,253 | $1,922 | 2023 |
| Zelis Payments Holdings LLC | NONE | $122,363 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $90,037 | not reported in the loaded dataset | 2023 |
| Mercy Managed Behavioral Health | NONE | $62,806 | not reported in the loaded dataset | 2023 |
| Evernorth Behavioral Health | NONE | $55,850 | not reported in the loaded dataset | 2023 |
| Schuchat, Cook & Werner | NONE | $53,635 | not reported in the loaded dataset | 2023 |
| Rockwood Capital Advisors | NONE | $51,335 | not reported in the loaded dataset | 2023 |
| Shelton Capital Mangement | NONE | $51,093 | not reported in the loaded dataset | 2023 |
| A&S Financial Services | NONE | $40,321 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $23,125 | not reported in the loaded dataset | 2023 |
| Sda, Incorporated | NONE | $21,630 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $20,740 | $0 | 2023 |
| Ink Spot | NONE | $17,183 | not reported in the loaded dataset | 2023 |
| Susan L Portas | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew Local 1 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Ibew-Neca Service Center — Schedule C compensation
- Express Scripts — Schedule C compensation
- Cigna Health And Life Insurance Com — Schedule C compensation
- The Segal Company — Schedule C compensation
- Delta Dental — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Zelis Payments Holdings LLC — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Mercy Managed Behavioral Health — Schedule C compensation
- Evernorth Behavioral Health — Schedule C compensation
- Schuchat, Cook & Werner — Schedule C compensation
- Rockwood Capital Advisors — Schedule C compensation
- Shelton Capital Mangement — Schedule C compensation
- A&S Financial Services — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Sda, Incorporated — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Ink Spot — Schedule C compensation
- Susan L Portas — Schedule C compensation