2023 Form 5500 filing — Contractors Laborers Teamsters & Engineers Health & Welfare Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819163006NAL0001672561002) for Contractors Laborers Teamsters & Engineers Health & Welfare Plan, reported by Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan under EIN 47-0469477 and plan number 501. It reports 773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819163006NAL0001672561002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan
- EIN
- 47-0469477
- Plan number
- 501
- Location
- Omaha, NE
- Participants
- 773
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,814,273
- Total liabilities (EOY)
- $1,756,478
- Net assets (EOY)
- $6,057,795
- Employer contributions
- $11,010,263
- Participant contributions
- $168,930
- Total income / additions
- $11,913,063
- Benefits paid
- $13,667,951
- Administrative expenses
- $480,210
- Total expenses
- $14,148,161
- Net increase / (decrease)
- -$2,235,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Nebraska | not reported in the loaded dataset | $413,122 | $0 |
| Hub International | not reported in the loaded dataset | $40,175 | $31,321 |
| Larry Murray | not reported in the loaded dataset | $67,642 | not reported in the loaded dataset |
| Bridgeway | not reported in the loaded dataset | $46,875 | not reported in the loaded dataset |
| Pat Elliott | not reported in the loaded dataset | $40,089 | not reported in the loaded dataset |
| Chris Clawson | not reported in the loaded dataset | $30,772 | not reported in the loaded dataset |
| Lisa Novak | not reported in the loaded dataset | $30,729 | not reported in the loaded dataset |
| Sydney Barton | not reported in the loaded dataset | $30,260 | not reported in the loaded dataset |
| Irene Marquez | not reported in the loaded dataset | $29,398 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $29,298 | not reported in the loaded dataset |
| Young & White | not reported in the loaded dataset | $9,425 | not reported in the loaded dataset |
| Milliman Usa | not reported in the loaded dataset | $7,877 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | not reported in the loaded dataset | $4,118 | $0 |