Ibew Local 595 Health & Welfare Trust — Form 5500 plan (Board Of Trustees, Ibew Local 595 Health & Welfare)
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 Local 595 Health & Welfare Trust is a benefit plan reported by Board Of Trustees, Ibew Local 595 Health & Welfare under EIN 94-6085740 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,078 participants and $76,744,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 595 Health & Welfare
- EIN
- 94-6085740
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 2,078
- End-of-year plan assets
- $76,744,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,078 | H, C | 20241108132505NAL0006757283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,744,313
- Total liabilities (EOY)
- $16,263,143
- Net assets (EOY)
- $60,481,170
- Net assets (BOY)
- $56,684,223
Income & contributions
- Employer contributions
- $42,190,057
- Participant contributions
- $2,232,291
- Total contributions
- $44,422,348
- Total income / additions
- $46,705,338
Expenses & distributions
- Benefits paid
- $41,253,574
- Administrative expenses
- $1,654,817
- Total expenses
- $42,908,391
- Net increase / (decrease)
- $3,796,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optumrx, Inc | NONE | $1,920,517 | $3,848 | 2023 |
| Benesys, Inc. | NONE | $1,038,625 | not reported in the loaded dataset | 2023 |
| Electrical Industry Service Corp. | RELATED ORGANIZATION | $157,657 | not reported in the loaded dataset | 2023 |
| Baysport Inc | NONE | $156,871 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $95,317 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $73,200 | not reported in the loaded dataset | 2023 |
| Lifeworks | NONE | $71,740 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $60,042 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $54,940 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $36,862 | not reported in the loaded dataset | 2023 |
| Smartsource | NONE | $27,102 | not reported in the loaded dataset | 2023 |
| San Joaquin & Calaveras Cty Jatc | NONE | $25,815 | not reported in the loaded dataset | 2023 |
| Leonard Carder, Llp | NONE | $17,156 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $6,583 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 595 Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Optumrx, Inc — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Electrical Industry Service Corp. — Schedule C compensation
- Baysport Inc — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Lifeworks — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Smartsource — Schedule C compensation
- San Joaquin & Calaveras Cty Jatc — Schedule C compensation
- Leonard Carder, Llp — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation