Itpeu Health & Welfare Fund — Form 5500 plan (Itpeu 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, Itpeu Health & Welfare Fund is a benefit plan reported by Itpeu Health & Welfare Fund under EIN 58-1236802 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,367 participants and $86,492,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Itpeu Health & Welfare Fund
- EIN
- 58-1236802
- Plan number
- 501
- Plan type
- 1
- Location
- Savannah, GA
- Latest filing year
- 2023
- Participants
- 7,367
- End-of-year plan assets
- $86,492,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,367 | H, C | 20250206101506NAL0011855969003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,492,331
- Total liabilities (EOY)
- $16,644,686
- Net assets (EOY)
- $69,847,645
- Net assets (BOY)
- $62,873,425
Income & contributions
- Employer contributions
- $63,073,991
- Participant contributions
- $55,887
- Total contributions
- $63,129,878
- Total income / additions
- $68,273,842
Expenses & distributions
- Benefits paid
- $55,799,815
- Administrative expenses
- $5,499,807
- Total expenses
- $61,299,622
- Net increase / (decrease)
- $6,974,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Healthcare | NONE | $3,503,121 | not reported in the loaded dataset | 2023 |
| Bridgeway | NONE | $343,741 | not reported in the loaded dataset | 2023 |
| Caremark | NONE | $140,698 | not reported in the loaded dataset | 2023 |
| Howard, Moore, & Mcduffie, P.C. | NONE | $126,429 | not reported in the loaded dataset | 2023 |
| Kathy Heery | ADMINISTRATOR, EMPLOYEE | $117,572 | not reported in the loaded dataset | 2023 |
| Lana Hickox | ASST ADMINISTRATOR | $92,579 | not reported in the loaded dataset | 2023 |
| Casco Consultants | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Janice Ambrose | ACCOUNTANT, EMPLOYEE | $84,296 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $70,163 | $9,429 | 2023 |
| Sherry Durden | EMPLOYEE | $58,875 | not reported in the loaded dataset | 2023 |
| Michelle Leopold | EMPLOYEE | $58,237 | not reported in the loaded dataset | 2023 |
| Lindsey Bancroft | EMPLOYEE | $57,705 | not reported in the loaded dataset | 2023 |
| Christopher Heery | EMPLOYEE | $54,957 | not reported in the loaded dataset | 2023 |
| Infinity | NONE | $54,924 | not reported in the loaded dataset | 2023 |
| Linda Zittrauer | EMPLOYEE | $54,198 | not reported in the loaded dataset | 2023 |
| Stephanie Saba | EMPLOYEE | $54,179 | not reported in the loaded dataset | 2023 |
| Seix Investment Advisors | NONE | $52,346 | not reported in the loaded dataset | 2023 |
| Spear Wilderman, Pc | NONE | $50,661 | not reported in the loaded dataset | 2023 |
| Patricia Lee | EMPLOYEE | $50,158 | not reported in the loaded dataset | 2023 |
| Perla A Hernandez | EMPLOYEE | $48,717 | not reported in the loaded dataset | 2023 |
| Quan Vest Consulting | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| Invesco Advisers, Inc. | NONE | $26,641 | $0 | 2023 |
| Weaver & Tidwell, Llp | NONE | $16,638 | not reported in the loaded dataset | 2023 |
| Fair Health Inc | NONE | $15,919 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $15,858 | not reported in the loaded dataset | 2023 |
| Buchbinder, Tunick & Co, Llp | NONE | $8,659 | not reported in the loaded dataset | 2023 |
| The Hartford | NONE | $8,083 | not reported in the loaded dataset | 2023 |
| Clearwave Fiber | NONE | $6,615 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $519 | $5,735 | 2023 |
| Sherrill & Company | NONE | $5,634 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Itpeu Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Savannah, GA
- Blue Cross Blue Shield Healthcare — Schedule C compensation
- Bridgeway — Schedule C compensation
- Caremark — Schedule C compensation
- Howard, Moore, & Mcduffie, P.C. — Schedule C compensation
- Kathy Heery — Schedule C compensation
- Lana Hickox — Schedule C compensation
- Casco Consultants — Schedule C compensation
- Janice Ambrose — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Sherry Durden — Schedule C compensation
- Michelle Leopold — Schedule C compensation
- Lindsey Bancroft — Schedule C compensation
- Christopher Heery — Schedule C compensation
- Infinity — Schedule C compensation
- Linda Zittrauer — Schedule C compensation
- Stephanie Saba — Schedule C compensation
- Seix Investment Advisors — Schedule C compensation
- Spear Wilderman, Pc — Schedule C compensation
- Patricia Lee — Schedule C compensation
- Perla A Hernandez — Schedule C compensation
- Quan Vest Consulting — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Weaver & Tidwell, Llp — Schedule C compensation
- Fair Health Inc — Schedule C compensation
- Truist Bank — Schedule C compensation
- Buchbinder, Tunick & Co, Llp — Schedule C compensation
- The Hartford — Schedule C compensation
- Clearwave Fiber — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Sherrill & Company — Schedule C compensation