2023 Form 5500 filing — Cement Masons Institute Local 502 Welfare Trust 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 20240828094451NAL0024189746001) for Cement Masons Institute Local 502 Welfare Trust Fund, reported by Bd Of Trustees Cm Institute Loc 502 Welfare Trust Fd under EIN 51-0191061 and plan number 501. It reports 1,184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828094451NAL0024189746001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Cm Institute Loc 502 Welfare Trust Fd
- EIN
- 51-0191061
- Plan number
- 501
- Location
- Bellwood, IL
- Participants
- 1,184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,553,094
- Total liabilities (EOY)
- $3,360,407
- Net assets (EOY)
- $77,192,687
- Employer contributions
- $27,031,457
- Participant contributions
- $170,359
- Total income / additions
- $35,052,614
- Benefits paid
- $22,321,890
- Administrative expenses
- $3,145,152
- Total expenses
- $25,467,042
- Net increase / (decrease)
- $9,585,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marathon Health | NONE | $863,776 | not reported in the loaded dataset |
| Bluecross Blueshield Of Illinois | NONE | $533,586 | $0 |
| Union Eyes, LLC | NONE | $379,284 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $138,160 | not reported in the loaded dataset |
| Erin Cadogan-Enger | EMPLOYEE | $128,793 | not reported in the loaded dataset |
| Nadia Faust | EMPLOYEE | $117,708 | not reported in the loaded dataset |
| Johnson & Krol LLC | NONE | $113,039 | not reported in the loaded dataset |
| William Beeman | EMPLOYEE | $112,646 | not reported in the loaded dataset |
| Charles Picardi | EMPLOYEE | $109,942 | not reported in the loaded dataset |
| Kharen Mcnamara | EMPLOYEE | $101,064 | not reported in the loaded dataset |
| Karla Generette | EMPLOYEE | $100,663 | not reported in the loaded dataset |
| Sherman Esper | EMPLOYEE | $97,873 | not reported in the loaded dataset |
| Savrx Prescription Services | NONE | $83,731 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $83,686 | not reported in the loaded dataset |
| Angelo Feola | EMPLOYEE | $81,538 | not reported in the loaded dataset |
| Lucila Duarte | EMPLOYEE | $79,961 | not reported in the loaded dataset |
| Matthew Stika | EMPLOYEE | $53,615 | not reported in the loaded dataset |
| Nancy Aguado | EMPLOYEE | $52,632 | not reported in the loaded dataset |
| Colleen Lakis | EMPLOYEE | $48,165 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $45,893 | not reported in the loaded dataset |
| Ucs Holdings, Inc. | NONE | $44,686 | not reported in the loaded dataset |
| Tfbc, LLC | NONE | $33,499 | not reported in the loaded dataset |
| Great Lakes Advisors, LLC | NONE | $31,610 | not reported in the loaded dataset |
| National Investment Services | NONE | $29,775 | not reported in the loaded dataset |
| Erika Sanchez | EMPLOYEE | $28,403 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $27,528 | $0 |
| Marquette Associates | NONE | $15,000 | not reported in the loaded dataset |
| Ipr Tech Group | NONE | $10,882 | not reported in the loaded dataset |
| Smart Data Solutions | NONE | $10,541 | $0 |
| Jay Lasala | TRUSTEE | $9,595 | not reported in the loaded dataset |
| Bmo Harris Bank Na | NONE | $8,988 | $0 |
| Sandra Hunt | TRUSTEE | $8,056 | not reported in the loaded dataset |
| Anthony Farrell | TRUSTEE | $5,849 | not reported in the loaded dataset |