I.B.E.W. Local 728 Family Healthcare Plan — Form 5500 plan (Trustees Of I.B.E.W. Local 728 Family Healthcare 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, I.B.E.W. Local 728 Family Healthcare Plan is a benefit plan reported by Trustees Of I.B.E.W. Local 728 Family Healthcare Plan under EIN 59-6134297 and plan number 501. The latest loaded filing year is 2023. The filing reports 841 participants and $7,478,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of I.B.E.W. Local 728 Family Healthcare Plan
- EIN
- 59-6134297
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 841
- End-of-year plan assets
- $7,478,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 841 | H, C | 20240712140449NAL0017728209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,478,150
- Total liabilities (EOY)
- $42,938
- Net assets (EOY)
- $7,435,212
- Net assets (BOY)
- $5,222,758
Income & contributions
- Employer contributions
- $11,136,741
- Participant contributions
- $88,259
- Total contributions
- $11,225,000
- Total income / additions
- $11,356,565
Expenses & distributions
- Benefits paid
- $8,767,147
- Administrative expenses
- $376,964
- Total expenses
- $9,144,111
- Net increase / (decrease)
- $2,212,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Neba, Inc | NONE | $133,840 | not reported in the loaded dataset | 2023 |
| Sugarman And Susskind P.A. | NONE | $75,616 | not reported in the loaded dataset | 2023 |
| Brown & Brown | NONE | $50,400 | not reported in the loaded dataset | 2023 |
| Ibew Local No. 728 Union | RELATED LABOR UNION | $44,745 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $21,200 | not reported in the loaded dataset | 2023 |
| Profund Solutions LLC | NONE | $8,100 | not reported in the loaded dataset | 2023 |
| Captrust | NONE | $6,094 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of I.B.E.W. Local 728 Family Healthcare Plan
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Neba, Inc — Schedule C compensation
- Sugarman And Susskind P.A. — Schedule C compensation
- Brown & Brown — Schedule C compensation
- Ibew Local No. 728 Union — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Profund Solutions LLC — Schedule C compensation
- Captrust — Schedule C compensation