Ibew Western Utilities Health And Welfare Trust Fund — Form 5500 plan (Ibew Western Utilities Health And 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, Ibew Western Utilities Health And Welfare Trust Fund is a benefit plan reported by Ibew Western Utilities Health And Welfare Trust Fund under EIN 87-0496328 and plan number 505. The latest loaded filing year is 2023. The filing reports 1,730 participants and $52,552,003 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Western Utilities Health And Welfare Trust Fund
- EIN
- 87-0496328
- Plan number
- 505
- Plan type
- 2
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 1,730
- End-of-year plan assets
- $52,552,003
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,730 | H, C | 20241015152042NAL0030143505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,552,003
- Total liabilities (EOY)
- $8,032,111
- Net assets (EOY)
- $44,519,892
- Net assets (BOY)
- $34,697,188
Income & contributions
- Employer contributions
- $28,941,818
- Participant contributions
- $8,587,929
- Total contributions
- $37,529,747
- Total income / additions
- $41,957,735
Expenses & distributions
- Benefits paid
- $30,803,286
- Administrative expenses
- $1,331,745
- Total expenses
- $32,135,031
- Net increase / (decrease)
- $9,822,704
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health & Life Insurance Co | NONE | $767,873 | not reported in the loaded dataset | 2023 |
| Benesys Inc | NONE | $672,031 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $264,416 | not reported in the loaded dataset | 2023 |
| Kay Printing | NONE | $91,270 | not reported in the loaded dataset | 2023 |
| Delta Dental Insurance Company | NONE | $77,164 | not reported in the loaded dataset | 2023 |
| Us Bank Trust Co | NONE | $63,948 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $50,975 | not reported in the loaded dataset | 2023 |
| Evernorth Behavioral Health | NONE | $48,803 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors LLC | NONE | $29,861 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $26,779 | not reported in the loaded dataset | 2023 |
| Health Equity | NONE | $24,314 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $16,228 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $12,614 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Western Utilities Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Cigna Health & Life Insurance Co — Schedule C compensation
- Benesys Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Kay Printing — Schedule C compensation
- Delta Dental Insurance Company — Schedule C compensation
- Us Bank Trust Co — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Evernorth Behavioral Health — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Health Equity — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Iron Mountain — Schedule C compensation