Local Union 1710 Ibew Welfare Fund — Form 5500 plan (Board Of Trustees, Local Union 1710 Ibew Welfare 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, Local Union 1710 Ibew Welfare Fund is a benefit plan reported by Board Of Trustees, Local Union 1710 Ibew Welfare Fund under EIN 95-6064203 and plan number 501. The latest loaded filing year is 2023. The filing reports 477 participants and $4,173,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Local Union 1710 Ibew Welfare Fund
- EIN
- 95-6064203
- Plan number
- 501
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 477
- End-of-year plan assets
- $4,173,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 477 | H, C | 20250811122503NAL0003950019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,173,248
- Total liabilities (EOY)
- $620,615
- Net assets (EOY)
- $3,552,633
- Net assets (BOY)
- $3,030,936
Income & contributions
- Employer contributions
- $7,219,193
- Total contributions
- $7,219,193
- Total income / additions
- $7,427,872
Expenses & distributions
- Benefits paid
- $6,726,994
- Administrative expenses
- $179,181
- Total expenses
- $6,906,175
- Net increase / (decrease)
- $521,697
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optumrx, Inc. | NONE | $351,677 | $1,304 | 2023 |
| Benesys Administrators | NONE | $61,860 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $32,250 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $21,697 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $19,950 | not reported in the loaded dataset | 2023 |
| Us Bank, Na | NONE | $10,024 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $8,300 | not reported in the loaded dataset | 2023 |
| Melissa W. Cook & Associates | NONE | $8,201 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Local Union 1710 Ibew Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Optumrx, Inc. — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Us Bank, Na — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Melissa W. Cook & Associates — Schedule C compensation