2023 Form 5500 filing — The Burke Group Welfare Plan Trust
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 20241007112924NAL0007525747001) for The Burke Group Welfare Plan Trust, reported by The Burke Group under EIN 36-3747083 and plan number 501. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007112924NAL0007525747001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Burke Group
- EIN
- 36-3747083
- Plan number
- 501
- Location
- Rosemont, IL
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,564,536
- Total liabilities (EOY)
- $322,762
- Net assets (EOY)
- $3,241,774
- Employer contributions
- $5,021,346
- Participant contributions
- $2,504,581
- Total income / additions
- $7,591,059
- Benefits paid
- $6,400,521
- Administrative expenses
- $228,528
- Total expenses
- $6,629,049
- Net increase / (decrease)
- $962,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allied Benefit Systems | TPA | $103,945 | not reported in the loaded dataset |
| Blue Cross Blue Shield | PPO | $34,371 | not reported in the loaded dataset |
| Donne Insurance Group | BROKER | $23,730 | not reported in the loaded dataset |
| American Health Holding | UTILIZATION REVIEW | $7,066 | not reported in the loaded dataset |