Health And Welfare Plan Of The Idaho Pipe Trades Trust — Form 5500 plan (Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare 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, Health And Welfare Plan Of The Idaho Pipe Trades Trust is a benefit plan reported by Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare Plan under EIN 82-6030679 and plan number 501. The latest loaded filing year is 2023. The filing reports 913 participants and $28,204,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare Plan
- EIN
- 82-6030679
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 913
- End-of-year plan assets
- $28,204,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 913 | H, C | 20250227150339NAL0001066483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,204,358
- Total liabilities (EOY)
- $1,300,384
- Net assets (EOY)
- $26,903,974
- Net assets (BOY)
- $24,692,138
Income & contributions
- Employer contributions
- $10,505,823
- Participant contributions
- $334,187
- Total contributions
- $10,840,010
- Total income / additions
- $13,050,183
Expenses & distributions
- Benefits paid
- $9,443,370
- Administrative expenses
- $1,394,977
- Total expenses
- $10,838,347
- Net increase / (decrease)
- $2,211,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Of Idaho Health Service | NONE | $806,621 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $221,489 | not reported in the loaded dataset | 2023 |
| Benesys Inc. | NONE | $193,283 | not reported in the loaded dataset | 2023 |
| Mondress Monaco Parr Lockwood Pllc | NONE | $71,318 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $28,063 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $25,221 | not reported in the loaded dataset | 2023 |
| Smart Source, LLC | NONE | $10,481 | not reported in the loaded dataset | 2023 |
| Wells Fargo | PARTY IN INTEREST | $5,739 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Blue Cross Of Idaho Health Service — Schedule C compensation
- Milliman — Schedule C compensation
- Benesys Inc. — Schedule C compensation
- Mondress Monaco Parr Lockwood Pllc — Schedule C compensation
- Optum Rx — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Smart Source, LLC — Schedule C compensation
- Wells Fargo — Schedule C compensation