I.B.E.W. Local 191 Health And Welfare Plan — Form 5500 plan (Board Of Trustees, Ibew Lo 191 Health And Welfare Tr)
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, I.B.E.W. Local 191 Health And Welfare Plan is a benefit plan reported by Board Of Trustees, Ibew Lo 191 Health And Welfare Tr under EIN 91-6037488 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,931 participants and $93,903,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Lo 191 Health And Welfare Tr
- EIN
- 91-6037488
- Plan number
- 501
- Plan type
- 1
- Location
- Bothell, WA
- Latest filing year
- 2023
- Participants
- 1,931
- End-of-year plan assets
- $93,903,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,931 | H, C | 20250415215507NAL0001854291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,903,753
- Total liabilities (EOY)
- $29,755,080
- Net assets (EOY)
- $64,148,673
- Net assets (BOY)
- $57,070,806
Income & contributions
- Employer contributions
- $44,473,107
- Participant contributions
- $500,018
- Total contributions
- $44,973,125
- Total income / additions
- $51,144,083
Expenses & distributions
- Benefits paid
- $43,231,596
- Administrative expenses
- $834,620
- Total expenses
- $44,066,216
- Net increase / (decrease)
- $7,077,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regence Blueshield | NONE | $1,638,223 | $0 | 2023 |
| Zenith American Solutions, Inc. | NONE | $341,150 | not reported in the loaded dataset | 2023 |
| Withum Smith + Brown | NONE | $115,509 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Co | NONE | $52,263 | $0 | 2023 |
| Brown & Brown Ins Services, Inc. | NONE | $50,400 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Co | NONE | $39,678 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $37,072 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates, Inc. | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Union Data Systems | NONE | $29,793 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | NONE | $29,578 | $0 | 2023 |
| Bny Mellon Trust Company | NONE | $25,703 | $0 | 2023 |
| Milliman | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $16,113 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | NONE | $6,778 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $3,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Lo 191 Health And Welfare Tr
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bothell, WA
- Regence Blueshield — Schedule C compensation
- Zenith American Solutions, Inc. — Schedule C compensation
- Withum Smith + Brown — Schedule C compensation
- Union Labor Life Insurance Co — Schedule C compensation
- Brown & Brown Ins Services, Inc. — Schedule C compensation
- Cigna Health And Life Insurance Co — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Alan D. Biller & Associates, Inc. — Schedule C compensation
- Union Data Systems — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Bny Mellon Trust Company — Schedule C compensation
- Milliman — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation