International Brotherhood Of Boilermakers Ohio Valley Region Retiree Welfare Plan — Form 5500 plan (Trustees Of The Boilermakers Ohio Valley Region Retiree 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, International Brotherhood Of Boilermakers Ohio Valley Region Retiree Welfare Plan is a benefit plan reported by Trustees Of The Boilermakers Ohio Valley Region Retiree Welfare under EIN 98-6805674 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,700 participants and $7,086,705 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Boilermakers Ohio Valley Region Retiree Welfare
- EIN
- 98-6805674
- Plan number
- 501
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 1,700
- End-of-year plan assets
- $7,086,705
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,700 | H, C | 20250711141508NAL0004733011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,086,705
- Total liabilities (EOY)
- $88,836
- Net assets (EOY)
- $6,997,869
- Net assets (BOY)
- $6,603,350
Income & contributions
- Employer contributions
- $464,962
- Total contributions
- $464,962
- Total income / additions
- $774,019
Expenses & distributions
- Benefits paid
- $303,983
- Administrative expenses
- $75,517
- Total expenses
- $379,500
- Net increase / (decrease)
- $394,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tic International Corp | NONE | $26,788 | not reported in the loaded dataset | 2023 |
| Bank Of Labor | NONE | $17,020 | not reported in the loaded dataset | 2023 |
| Boilermakers National Fund | NONE | $13,138 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz, & Company,P.C. | NONE | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Boilermakers Ohio Valley Region Retiree Welfare
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Tic International Corp — Schedule C compensation
- Bank Of Labor — Schedule C compensation
- Boilermakers National Fund — Schedule C compensation
- Benda, Grace, Stulz, & Company,P.C. — Schedule C compensation