2023 Form 5500 filing — Ibt Union Local No 710 Health And Welfare Fund
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 20240820172109NAL0002949457001) for Ibt Union Local No 710 Health And Welfare Fund, reported by Trustees Of Ib Of T Union Local 710 Health & Welfare Fund under EIN 36-2153764 and plan number 501. It reports 2,057 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820172109NAL0002949457001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ib Of T Union Local 710 Health & Welfare Fund
- EIN
- 36-2153764
- Plan number
- 501
- Location
- Mokena, IL
- Participants
- 2,057
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,348,663
- Total liabilities (EOY)
- $6,132,772
- Net assets (EOY)
- $138,215,891
- Employer contributions
- $43,703,444
- Participant contributions
- $879,534
- Total income / additions
- $54,613,064
- Benefits paid
- $35,091,395
- Administrative expenses
- $2,292,408
- Total expenses
- $37,383,803
- Net increase / (decrease)
- $17,229,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sav Rx | NONE | $210,777 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $125,250 | not reported in the loaded dataset |
| United Actuarial Services, Inc | NONE | $121,313 | not reported in the loaded dataset |
| Willig Williams & Davidson | NONE | $115,646 | not reported in the loaded dataset |
| Wotring Law LLC | NONE | $108,981 | not reported in the loaded dataset |
| Stacey Vavouleas | EMPLOYEE | $97,523 | not reported in the loaded dataset |
| Michael O'Malley | ADMINISTRATOR | $89,859 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $89,208 | not reported in the loaded dataset |
| National Investment Services Of Ame | NONE | $88,838 | not reported in the loaded dataset |
| Katie Mcinerney | EMPLOYEE | $75,816 | not reported in the loaded dataset |
| Margaret Sumrall | EMPLOYEE | $74,982 | not reported in the loaded dataset |
| Allison Steffenhagen | EMPLOYEE | $71,737 | not reported in the loaded dataset |
| Maureen Steffenhagen | NONE | $49,857 | not reported in the loaded dataset |
| Sdp Professional Services LLC | TRUSTEE | $47,466 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $43,159 | not reported in the loaded dataset |
| Vivian Janeczko | EMPLOYEE | $41,604 | not reported in the loaded dataset |
| Joyce A Camarillo | EMPLOYEE | $38,252 | not reported in the loaded dataset |
| Sara Power | EMPLOYEE | $38,002 | not reported in the loaded dataset |
| Lasalle Consulting Partners | NONE | $31,719 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $25,000 | not reported in the loaded dataset |
| Sommers & Farenbach | NONE | $20,730 | not reported in the loaded dataset |
| Guardian Life Insurance Company | NONE | $20,288 | not reported in the loaded dataset |
| Fabricant & Fabricant Inc. | NONE | $14,103 | $0 |
| Pharmacy Investigators | NONE | $12,000 | not reported in the loaded dataset |
| Fair Health, Inc. | NONE | $9,402 | not reported in the loaded dataset |
| Daniel Hoyer, LLC | TRUSTEE | $8,135 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $7,902 | $0 |