Iron Workers Local No. 568 Health And Welfare Plan — Form 5500 plan (Joint Board Of Trustees For Iron Workers Local 568 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, Iron Workers Local No. 568 Health And Welfare Plan is a benefit plan reported by Joint Board Of Trustees For Iron Workers Local 568 Welfare Fund under EIN 52-6112461 and plan number 501. The latest loaded filing year is 2023. The filing reports 77 participants and $1,332,857 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees For Iron Workers Local 568 Welfare Fund
- EIN
- 52-6112461
- Plan number
- 501
- Plan type
- 1
- Location
- Cumberland, MD
- Latest filing year
- 2023
- Participants
- 77
- End-of-year plan assets
- $1,332,857
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 77 | H, C | 20250529073011NAL0007143457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,332,857
- Total liabilities (EOY)
- $4,009
- Net assets (EOY)
- $1,328,848
- Net assets (BOY)
- $1,276,671
Income & contributions
- Employer contributions
- $1,052,317
- Participant contributions
- $69,346
- Total contributions
- $1,121,663
- Total income / additions
- $1,240,925
Expenses & distributions
- Benefits paid
- $976,056
- Administrative expenses
- $212,692
- Total expenses
- $1,188,748
- Net increase / (decrease)
- $52,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Planners & Associates, Inc. | NONE | $44,509 | not reported in the loaded dataset | 2023 |
| Turnbull, Hoover, & Kahl, P.A. | NONE | $25,190 | not reported in the loaded dataset | 2023 |
| Batoff Associates, Pa | NONE | $18,424 | not reported in the loaded dataset | 2023 |
| Serve You Rx Management | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Standard Valuation | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees For Iron Workers Local 568 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Cumberland, MD
- Benefit Planners & Associates, Inc. — Schedule C compensation
- Turnbull, Hoover, & Kahl, P.A. — Schedule C compensation
- Batoff Associates, Pa — Schedule C compensation
- Serve You Rx Management — Schedule C compensation
- Standard Valuation — Schedule C compensation