Iuoe Local 487 Health & Welfare Trust Fund — Form 5500 plan (Trustees Of Iuoe Local 487 Health & Welfare Trust 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 487 Health & Welfare Trust Fund is a benefit plan reported by Trustees Of Iuoe Local 487 Health & Welfare Trust Fund under EIN 59-6231991 and plan number 501. The latest loaded filing year is 2023. The filing reports 585 participants and $3,956,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Iuoe Local 487 Health & Welfare Trust Fund
- EIN
- 59-6231991
- Plan number
- 501
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 585
- End-of-year plan assets
- $3,956,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 585 | H, C | 20250109124046NAL0006979603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,956,462
- Total liabilities (EOY)
- $882,130
- Net assets (EOY)
- $3,074,332
- Net assets (BOY)
- $2,935,221
Income & contributions
- Employer contributions
- $11,199,777
- Participant contributions
- $56,357
- Total contributions
- $11,256,134
- Total income / additions
- $11,267,264
Expenses & distributions
- Benefits paid
- $10,857,075
- Administrative expenses
- $220,722
- Total expenses
- $11,128,153
- Net increase / (decrease)
- $139,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown & Brown Of Florida Inc | NONE | $199,362 | $0 | 2023 |
| Associated Administrators, LLC | NONE | $135,036 | $0 | 2023 |
| The Segal Company | NONE | $43,000 | $0 | 2023 |
| Phillips, Richard & Rind, P.A. | NONE | $18,421 | $0 | 2023 |
| United Members Insurance, Inc. | NONE | $9,415 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Iuoe Local 487 Health & Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Brown & Brown Of Florida Inc — Schedule C compensation
- Associated Administrators, LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Phillips, Richard & Rind, P.A. — Schedule C compensation
- United Members Insurance, Inc. — Schedule C compensation