2023 Form 5500 filing — Central States Joint Board Health And 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 20241013165015NAL0014170947003) for Central States Joint Board Health And Welfare Trust Fund, reported by Central States Joint Board Health & Welfare Trust Fund under EIN 36-2376645 and plan number 501. It reports 4,716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$67.2MReported net assets$67,223,729
Participants4.7K4,716
Provider compensation$2.9M17 Schedule C row(s)$2,896,745
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013165015NAL0014170947003
- Plan sponsor
- Central States Joint Board Health & Welfare Trust Fund
- EIN
- 36-2376645
- Plan number
- 501
- Location
- Hillside, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$74.1M total assets
Net assets$67.2MLiabilities$6.9M
Full reported line items
- Total assets (EOY)
- $74,084,552
- Total liabilities (EOY)
- $6,860,823
- Net assets (EOY)
- $67,223,729
- Employer contributions
- $55,675,876
- Participant contributions
- $305,008
- Total income / additions
- $66,874,150
- Benefits paid
- $58,712,698
- Administrative expenses
- $4,298,183
- Total expenses
- $63,010,881
- Net increase / (decrease)
- $3,863,269
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,914,443 | not reported in the loaded dataset |
| Valenz Care | NONE | $189,935 | not reported in the loaded dataset |
| Zacks Investment Management | NONE | $112,071 | not reported in the loaded dataset |
| Lynette S. Allen | NONE | $84,500 | not reported in the loaded dataset |
| Milliman, Inc | SEE STMT. (2) | $77,175 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | SEE STMT. (2) | $77,159 | not reported in the loaded dataset |
| Buchbinder Tunick & Co. Llp | SEE STMT. (1) | $75,000 | not reported in the loaded dataset |
| Johnson & Krol | SEE STMT. (1) | $67,837 | not reported in the loaded dataset |
| Sonia Rios | NONE | $59,569 | not reported in the loaded dataset |
| Daisy M. Serrano Cruz | NONE | $48,084 | not reported in the loaded dataset |
| M.D. Sass LLC | NONE | $38,878 | $0 |
| Aristotle Credit Partners LLC | NONE | $33,322 | not reported in the loaded dataset |
| Investment Performance Services LLC | SEE STMT. (2) | $30,691 | not reported in the loaded dataset |
| Gabriela Ramirez | NONE | $27,672 | not reported in the loaded dataset |
| Change Healthcare Solutions LLC | NONE | $22,964 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $19,667 | not reported in the loaded dataset |
| Everactive Solutions | SEE STMT. (2) | $17,778 | not reported in the loaded dataset |