Ibew Local 234 Health And Welfare Trust — Form 5500 plan (Board Of Trustees, Ibew Local 234 Health And 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 234 Health And Welfare Trust is a benefit plan reported by Board Of Trustees, Ibew Local 234 Health And Welfare under EIN 94-6250011 and plan number 501. The latest loaded filing year is 2023. The filing reports 404 participants and $13,251,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 234 Health And Welfare
- EIN
- 94-6250011
- Plan number
- 501
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $13,251,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20250312182504NAL0019495313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,251,687
- Total liabilities (EOY)
- $6,171,996
- Net assets (EOY)
- $7,079,691
- Net assets (BOY)
- $6,636,769
Income & contributions
- Employer contributions
- $5,429,551
- Participant contributions
- $262,230
- Total contributions
- $5,691,781
- Total income / additions
- $6,201,303
Expenses & distributions
- Benefits paid
- $5,255,882
- Administrative expenses
- $502,499
- Total expenses
- $5,758,381
- Net increase / (decrease)
- $442,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sav-Rx | NONE | $672,653 | not reported in the loaded dataset | 2023 |
| Benesys Administrators | NONE | $177,093 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life & Health | NONE | $116,715 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $64,817 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $54,012 | not reported in the loaded dataset | 2023 |
| Ability Technology | NONE | $27,234 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $19,581 | not reported in the loaded dataset | 2023 |
| Nurse Candace Consulting | NONE | $14,581 | not reported in the loaded dataset | 2023 |
| Mammini Company, Inc | NONE | $10,666 | not reported in the loaded dataset | 2023 |
| Smart Source | NONE | $8,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 234 Health And Welfare
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Sav-Rx — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- Anthem Blue Cross Life & Health — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Ability Technology — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Nurse Candace Consulting — Schedule C compensation
- Mammini Company, Inc — Schedule C compensation
- Smart Source — Schedule C compensation