Iuoe Local No. 132 Health & Welfare Fund — Form 5500 plan (I.U.O.E. Local #132 H & W 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, Iuoe Local No. 132 Health & Welfare Fund is a benefit plan reported by I.U.O.E. Local #132 H & W Fund under EIN 55-0455491 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,830 participants and $138,340,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.U.O.E. Local #132 H & W Fund
- EIN
- 55-0455491
- Plan number
- 501
- Plan type
- 1
- Location
- Huntington, WV
- Latest filing year
- 2023
- Participants
- 1,830
- End-of-year plan assets
- $138,340,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,830 | H, C | 20250320150927NAL0004941587002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,340,273
- Total liabilities (EOY)
- $24,659,932
- Net assets (EOY)
- $113,680,341
- Net assets (BOY)
- $109,546,799
Income & contributions
- Employer contributions
- $34,611,874
- Participant contributions
- $1,690,696
- Total contributions
- $36,302,570
- Total income / additions
- $47,613,989
Expenses & distributions
- Benefits paid
- $42,329,036
- Administrative expenses
- $1,151,411
- Total expenses
- $43,480,447
- Net increase / (decrease)
- $4,133,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross | NONE | $1,104,447 | $0 | 2023 |
| Zack'S Investment Management | NONE | $102,597 | $0 | 2023 |
| New Tower Trust Company | NONE | $78,934 | $0 | 2023 |
| Harris, Hardin & Company, A.C. | NONE | $55,239 | $0 | 2023 |
| Ta Realty Core Property Fund | NONE | $52,221 | $0 | 2023 |
| Cs Mckee, Lp | NONE | $36,721 | $0 | 2023 |
| State Street Global Advisors | NONE | $36,021 | $0 | 2023 |
| American Benefit Corporation | NONE | $32,700 | $0 | 2023 |
| Chartwell Investment Management | NONE | $31,194 | $0 | 2023 |
| Standard Valuations | NONE | $30,000 | $0 | 2023 |
| United Actuarial Services | NONE | $25,750 | $0 | 2023 |
| Penn Capital Management | NONE | $25,155 | $0 | 2023 |
| Medical Review Institute | NONE | $16,803 | $0 | 2023 |
| Ledbetter Parisi LLC | NONE | $16,211 | $0 | 2023 |
| United Bank | NONE | $9,252 | $0 | 2023 |
| Boyd Watterson Asset Mgmt | NONE | $9,072 | $0 | 2023 |
| John F. Dascoli. LLC | NONE | $7,117 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.U.O.E. Local #132 H & W Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Huntington, WV
- Anthem Blue Cross — Schedule C compensation
- Zack'S Investment Management — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Harris, Hardin & Company, A.C. — Schedule C compensation
- Ta Realty Core Property Fund — Schedule C compensation
- Cs Mckee, Lp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Chartwell Investment Management — Schedule C compensation
- Standard Valuations — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Penn Capital Management — Schedule C compensation
- Medical Review Institute — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- United Bank — Schedule C compensation
- Boyd Watterson Asset Mgmt — Schedule C compensation
- John F. Dascoli. LLC — Schedule C compensation