Iuoe Local 399 Health Reimbursement Account Plan — Form 5500 plan (Trustees Of Iuoe Local 399 Health Reimbursement Account 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, Iuoe Local 399 Health Reimbursement Account Plan is a benefit plan reported by Trustees Of Iuoe Local 399 Health Reimbursement Account Plan under EIN 47-1259234 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,872 participants and $45,913,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Iuoe Local 399 Health Reimbursement Account Plan
- EIN
- 47-1259234
- Plan number
- 501
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 5,872
- End-of-year plan assets
- $45,913,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,872 | H, C | 20250308172423NAL0008302115005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,913,640
- Total liabilities (EOY)
- $48,216
- Net assets (EOY)
- $45,865,424
- Net assets (BOY)
- $31,502,496
Income & contributions
- Employer contributions
- $9,671,736
- Total contributions
- $9,671,736
- Total income / additions
- $14,852,677
Expenses & distributions
- Benefits paid
- $332,390
- Administrative expenses
- $157,359
- Total expenses
- $489,749
- Net increase / (decrease)
- $14,362,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carrie Gath | EMPLOYEE | $39,961 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $16,936 | not reported in the loaded dataset | 2023 |
| Aon Investments, Usa | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Twentyfour7 Media & Promotions, Inc | NONE | $7,769 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Iuoe Local 399 Health Reimbursement Account Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Carrie Gath — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Aon Investments, Usa — Schedule C compensation
- Twentyfour7 Media & Promotions, Inc — Schedule C compensation