Iron Workers Local 28 Health & Welfare Fund — Form 5500 plan (Iron Workers Local 28 Health & Welfare Fund Of Richmond Virginia Area)
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 28 Health & Welfare Fund is a benefit plan reported by Iron Workers Local 28 Health & Welfare Fund Of Richmond Virginia Area under EIN 54-6068836 and plan number 501. The latest loaded filing year is 2023. The filing reports 325 participants and $12,417,624 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Local 28 Health & Welfare Fund Of Richmond Virginia Area
- EIN
- 54-6068836
- Plan number
- 501
- Plan type
- 1
- Location
- Roanoke, VA
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $12,417,624
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241010143928NAL0040507362002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,417,624
- Total liabilities (EOY)
- $135,345
- Net assets (EOY)
- $12,282,279
- Net assets (BOY)
- $11,994,659
Income & contributions
- Employer contributions
- $3,114,103
- Participant contributions
- $5,229
- Total contributions
- $3,119,332
- Total income / additions
- $4,332,900
Expenses & distributions
- Benefits paid
- $3,808,004
- Administrative expenses
- $237,276
- Total expenses
- $4,045,280
- Net increase / (decrease)
- $287,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| L.C Musgove Associates | NONE | $130,092 | not reported in the loaded dataset | 2023 |
| American Benefit Group | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | NONE | $26,130 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue, Llp | NONE | $24,740 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $18,846 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Local 28 Health & Welfare Fund Of Richmond Virginia Area
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Roanoke, VA
- L.C Musgove Associates — Schedule C compensation
- American Benefit Group — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- O'Donoghue & O'Donoghue, Llp — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation