Ibew Local #915 Health And Welfare Fund — Form 5500 plan (Ibew #915 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, Ibew Local #915 Health And Welfare Fund is a benefit plan reported by Ibew #915 Health & Welfare Fund under EIN 59-6169977 and plan number 501. The latest loaded filing year is 2023. The filing reports 949 participants and $18,368,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew #915 Health & Welfare Fund
- EIN
- 59-6169977
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 949
- End-of-year plan assets
- $18,368,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 949 | H, C | 20250401203216NAL0004344083002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,368,427
- Total liabilities (EOY)
- $12,055,740
- Net assets (EOY)
- $6,312,687
- Net assets (BOY)
- $4,102,413
Income & contributions
- Employer contributions
- $12,689,765
- Participant contributions
- $213,415
- Total contributions
- $12,903,180
- Total income / additions
- $14,476,225
Expenses & distributions
- Benefits paid
- $11,902,370
- Administrative expenses
- $363,581
- Total expenses
- $12,265,951
- Net increase / (decrease)
- $2,210,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Health Care | CLAIMS ADMINISTRATION | $425,651 | $0 | 2023 |
| Southern Benefit Administrators | CONTRACT ADMINISTRATOR | $272,329 | not reported in the loaded dataset | 2023 |
| Venable Law Firm P.A. | ATTORNEY | $18,871 | not reported in the loaded dataset | 2023 |
| Steven D. Eisenberg Cpa,Pa | AUDITOR | $13,157 | not reported in the loaded dataset | 2023 |
| Standard Valuations | INVESTMENT MONITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | ACTUARIAL | $11,148 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew #915 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- United Health Care — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Venable Law Firm P.A. — Schedule C compensation
- Steven D. Eisenberg Cpa,Pa — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation