Electrical Workers Local 369 Benefit Fund — Form 5500 plan (Electrical Workers Local 369 Benefit 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, Electrical Workers Local 369 Benefit Fund is a benefit plan reported by Electrical Workers Local 369 Benefit Fund under EIN 61-0605310 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,153 participants and $112,367,145 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Electrical Workers Local 369 Benefit Fund
- EIN
- 61-0605310
- Plan number
- 501
- Plan type
- 1
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 3,153
- End-of-year plan assets
- $112,367,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,153 | H, C | 20250310105821NAL0008389987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,367,145
- Total liabilities (EOY)
- $6,608,161
- Net assets (EOY)
- $105,758,984
- Net assets (BOY)
- $84,312,685
Income & contributions
- Employer contributions
- $51,409,980
- Participant contributions
- $3,392,821
- Total contributions
- $54,802,801
- Total income / additions
- $60,093,064
Expenses & distributions
- Benefits paid
- $37,120,865
- Administrative expenses
- $1,525,900
- Total expenses
- $38,646,765
- Net increase / (decrease)
- $21,446,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Health Plans Of Kentucky Inc | NONE | $973,656 | not reported in the loaded dataset | 2023 |
| The Segel Company | NONE | $118,718 | not reported in the loaded dataset | 2023 |
| Medical Cost Management | NONE | $116,962 | not reported in the loaded dataset | 2023 |
| Star Raines | EMPLOYEE | $101,477 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $98,274 | not reported in the loaded dataset | 2023 |
| Michael Cox | EMPLOYEE | $87,100 | not reported in the loaded dataset | 2023 |
| Lisa Amshoff | EMPLOYEE | $69,277 | not reported in the loaded dataset | 2023 |
| Lisa Carroll | EMPLOYEE | $64,293 | not reported in the loaded dataset | 2023 |
| Melanie Wendler | EMPLOYEE | $58,427 | not reported in the loaded dataset | 2023 |
| Donna Vogt | EMPLOYEE | $55,183 | not reported in the loaded dataset | 2023 |
| Taylor Thompson | EMPLOYEE | $51,134 | not reported in the loaded dataset | 2023 |
| Wayne Corporation | NONE | $49,345 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $44,230 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert Advisory LLC | NONE | $36,196 | not reported in the loaded dataset | 2023 |
| Standard Valuations Inc. | NONE | $25,950 | not reported in the loaded dataset | 2023 |
| Navigate, LLC | NONE | $22,380 | not reported in the loaded dataset | 2023 |
| Rebecca Veron | EMPLOYEE-TEMP | $11,270 | not reported in the loaded dataset | 2023 |
| Robert Raines | EMPLOYEE-TEMP | $480 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Electrical Workers Local 369 Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Anthem Health Plans Of Kentucky Inc — Schedule C compensation
- The Segel Company — Schedule C compensation
- Medical Cost Management — Schedule C compensation
- Star Raines — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Michael Cox — Schedule C compensation
- Lisa Amshoff — Schedule C compensation
- Lisa Carroll — Schedule C compensation
- Melanie Wendler — Schedule C compensation
- Donna Vogt — Schedule C compensation
- Taylor Thompson — Schedule C compensation
- Wayne Corporation — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Cherry Bekaert Advisory LLC — Schedule C compensation
- Standard Valuations Inc. — Schedule C compensation
- Navigate, LLC — Schedule C compensation
- Rebecca Veron — Schedule C compensation
- Robert Raines — Schedule C compensation