2023 Form 5500 filing — Beer Industry Local Union No. 703 Health & Welfare
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 20241011110427NAL0010847027003) for Beer Industry Local Union No. 703 Health & Welfare, reported by Trustees Beer Industry Local Union No. 703 Health & Welfare Fund under EIN 36-6051305 and plan number 501. It reports 527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110427NAL0010847027003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Beer Industry Local Union No. 703 Health & Welfare Fund
- EIN
- 36-6051305
- Plan number
- 501
- Location
- Tinley Park, IL
- Participants
- 527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,733,890
- Total liabilities (EOY)
- $1,101,877
- Net assets (EOY)
- $15,632,013
- Employer contributions
- $3,795,082
- Participant contributions
- $781,785
- Total income / additions
- $6,194,400
- Benefits paid
- $5,914,467
- Administrative expenses
- $904,465
- Total expenses
- $6,818,932
- Net increase / (decrease)
- -$624,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Care Service Corporation | NONE | $198,718 | $0 |
| S. Reeves | FUND ADMINISTRATOR | $103,077 | not reported in the loaded dataset |
| Asher Gittler & D'Alba Ltd | NONE | $80,760 | not reported in the loaded dataset |
| M. Marrero | EMPLOYEE | $77,146 | not reported in the loaded dataset |
| F. Cabrales | EMPLOYEE | $75,937 | not reported in the loaded dataset |
| T. Weydeman | EMPLOYEE | $60,328 | not reported in the loaded dataset |
| Segal Consulting | NONE | $55,602 | not reported in the loaded dataset |
| R. Baker | EMPLOYEE | $53,872 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $50,143 | $0 |
| C. Schindler | EMPLOYEE | $40,227 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $36,629 | not reported in the loaded dataset |
| V. Gonzales | EMPLOYEE | $25,475 | not reported in the loaded dataset |
| Lasalle Consulting Partners Inc | NONE | $21,998 | not reported in the loaded dataset |
| Innovative Software Solutions Inc | NONE | $21,160 | not reported in the loaded dataset |
| Valenz | NONE | $19,292 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $14,753 | not reported in the loaded dataset |
| Delta Dental | NONE | $11,948 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $0 | $10,743 |
| D. Collins | TRUSTEE | $9,819 | not reported in the loaded dataset |
| Spectera Inc | NONE | $7,589 | not reported in the loaded dataset |