IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 401k Plan overview

IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND Benefits

401k Sponsoring company profile

Company Name:	IBEW LOCAL 500
Employer identification number (EIN):	740706083
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
502	2023-01-01
502	2022-01-01
502	2021-01-01
502	2020-01-01
502	2019-01-01
502	2018-01-01
502	2017-01-01	RODNEY JONES
502	2016-01-01	RODNEY JONES
502	2015-01-01	ROGER SANCHEZ
502	2014-01-01	ROGER SANCHEZ
502	2013-01-01	ROGER SANCHEZ
502	2012-01-01	DENNIS THRAILKILL
502	2011-01-01	DENNIS THRAILKILL
502	2009-01-01	DENNIS THRAILKILL

Plan Statistics for IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND

Measure	Date	Value
2023: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,474
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,068
Number of retired or separated participants receiving benefits	2023-01-01	402
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	1,470
2022: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,378
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,081
Number of retired or separated participants receiving benefits	2022-01-01	393
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1,474
2021: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,386
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,021
Number of retired or separated participants receiving benefits	2021-01-01	357
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1,378
2020: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,375
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,061
Number of retired or separated participants receiving benefits	2020-01-01	325
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1,386
2019: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,362
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,081
Number of retired or separated participants receiving benefits	2019-01-01	294
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1,375
2018: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,333
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,109
Number of retired or separated participants receiving benefits	2018-01-01	253
Total of all active and inactive participants	2018-01-01	1,362
Total participants	2018-01-01	1,362
2017: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,343
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,094
Number of retired or separated participants receiving benefits	2017-01-01	239
Total of all active and inactive participants	2017-01-01	1,333
Total participants	2017-01-01	1,333
2016: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,342
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,116
Number of retired or separated participants receiving benefits	2016-01-01	227
Total of all active and inactive participants	2016-01-01	1,343
Total participants	2016-01-01	1,343
2015: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,523
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,129
Number of retired or separated participants receiving benefits	2015-01-01	213
Total of all active and inactive participants	2015-01-01	1,342
Total participants	2015-01-01	0
2014: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,570
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,107
Number of retired or separated participants receiving benefits	2014-01-01	416
Total of all active and inactive participants	2014-01-01	1,523
Total participants	2014-01-01	0
2013: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,607
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,225
Number of retired or separated participants receiving benefits	2013-01-01	345
Total of all active and inactive participants	2013-01-01	1,570
Total participants	2013-01-01	0
2012: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,517
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,256
Number of retired or separated participants receiving benefits	2012-01-01	351
Total of all active and inactive participants	2012-01-01	1,607
Total participants	2012-01-01	0
2011: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,510
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,273
Number of retired or separated participants receiving benefits	2011-01-01	244
Total of all active and inactive participants	2011-01-01	1,517
Total participants	2011-01-01	1,517
2009: IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,350
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,260
Total of all active and inactive participants	2009-01-01	1,260
Total participants	2009-01-01	1,260

Form 5500 Responses for IBEW LOCAL UNION 500 HEALTH AND WELFARE FUND

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• IBEW LOCAL 363 WELFARE PLAN [EIN = 136132502]
• IBEW LOCAL 1919 HEALTH AND WELFARE FUND [EIN = 236399505]
• IBEW LOCAL UNION NO. 22/NECA HEALTH & WELFARE PLAN [EIN = 470462667]
• IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST [EIN = 341667617]
• IBEW LOCAL #160 401(K) PLAN [EIN = 410415203]
• IBEW LOCAL 317 SUPPLEMENTAL HEALTH BENEFIT AND TRUST FUND [EIN = 550751125]
• IBEW LOCAL 40 - NECA HEALTH & WELFARE TRUST FUND [EIN = 954660513]
• IBEW LOCAL 300 HEALTH & WELFARE [EIN = 237293087]
• IBEW LOCAL UNION 306 SUPPLEMENTAL HEALTH BENEFIT FUND [EIN = 340308380]
• IBEW LOCAL UNION 130 - DEATH BENEFIT FUND [EIN = 720219840]
• IBEW LOCAL NO. 134-NECA VACATION SAVINGS FUND [EIN = 813710750]
• IBEW LOCAL 405 DEFERRED SAVINGS PLAN [EIN = 421131225]
• IBEW LOCAL UNION 743 SICK BENEFIT FUND [EIN = 236286532]
• IBEW LOCAL 827 SECTION 457 DEFERRED COMPENSATION PLAN [EIN = 221151765]
• IBEW LOCAL 1253 HEALTH & WELFARE TRUST FUND [EIN = 016029461]
• IBEW LOCAL NO 32 NECA VEBA PLAN [EIN = 341793456]
• IBEW LOCAL UNION 64 PENSION PLAN [EIN = 346654696]
• IBEW LOCAL 51 SUPPLEMENTAL HEALTH AND WELFARE FUND [EIN = 370605064]
• IBEW LOCAL 294 VACATION FUND [EIN = 300718244]
• IBEW LOCAL UNIONS DEFERRED COMPENSATION PLAN [EIN = 050343255]
• IBEW LOCAL 100 HEALTH AND WELFARE TRUST [EIN = 941518178]
• IBEW LOCAL 300 HEALTH & WELFARE [EIN = 036015648]
• IBEW LOCAL 459 WELFARE PLAN [EIN = 341843785]
• IBEW LOCAL 29 WELFARE PLAN [EIN = 341843785]
• IBEW LOCAL UNION 269 ANNUITY FUND [EIN = 912100842]
• IBEW LOCAL NO 48 JURY DUTY FUND [EIN = 930196209]
• IBEW LOCAL 962 NOTICE PAY PROVISION [EIN = 202777218]
• IBEW LOCAL 272 WELFARE PLAN [EIN = 341843785]
• IBEW LOCAL 1245 INJURED WORKERS FUND [EIN = 352308172]
• IBEW LOCAL 607 HEALTH & WELFARE TRUST [EIN = 246021385]
• IBEW LOCAL 21 PENSION AND RETIREMENT PLAN [EIN = 364244842]
• IBEW LOCAL 204 401(K) PLAN [EIN = 421014218]
• IBEW LOCAL UNION NO 226 OPEN END DEFINED CONTRIBUTION PLAN [EIN = 486171386]
• IBEW LOCAL 21 PENSION PLAN [EIN = 364244842]
• IBEW LOCAL 265 VACATION FUND [EIN = 237284114]
• IBEW LOCAL 134 401(K) RETIREMENT PLAN [EIN = 361264170]
• IBEW LOCAL 1289 PROFIT SHARING PLAN [EIN = 226063918]
• IBEW LOCAL 410 RETIREMENT TRUST [EIN = 815268178]
• IBEW LOCAL 1249 ANNUITY FUND [EIN = 863163143]
• IBEW LOCAL 716 PENSION PLAN [EIN = 746174674]
• IBEW LOCAL 223 DEFERRED INCOME PLAN [EIN = 041472089]
• IBEW LOCAL NO 461 VARIABLE PENSION PLAN [EIN = 882709599]
• IBEW LOCAL 5 W PA CHAPTER NECA SCHOLARSHIP TRUST FUND [EIN = 256086414]
• IBEW LOCAL NO. 58 ANNUITY FUND [EIN = 382749515]

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