2023 Form 5500 filing — Service Employees Intl Union Local 2000 Health & 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 20241014090740NAL0013037859004) for Service Employees Intl Union Local 2000 Health & Welfare Fund, reported by Service Employees Intl Union Local 2000 Health & Welfare under EIN 43-1598128 and plan number 501. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090740NAL0013037859004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Service Employees Intl Union Local 2000 Health & Welfare
- EIN
- 43-1598128
- Plan number
- 501
- Location
- St. Louis, MO
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,731,325
- Total liabilities (EOY)
- $536,577
- Net assets (EOY)
- $14,194,748
- Employer contributions
- $3,125,737
- Participant contributions
- $5,500
- Total income / additions
- $4,538,812
- Benefits paid
- $3,461,741
- Administrative expenses
- $930,429
- Total expenses
- $4,392,170
- Net increase / (decrease)
- $146,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sav-Rx | NONE | $375,789 | not reported in the loaded dataset |
| Umr Inc | NONE | $266,040 | $11,100 |
| L. Gould | EMPLOYEE | $149,428 | not reported in the loaded dataset |
| Healthy Alliance Life Insurance Co | NONE | $106,184 | not reported in the loaded dataset |
| Deca Property Management | NONE | $84,736 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Llp | NONE | $75,987 | not reported in the loaded dataset |
| T. Sutherlin | EMPLOYEE | $60,736 | not reported in the loaded dataset |
| M. Gruendewald | EMPLOYEE | $59,003 | not reported in the loaded dataset |
| Bryne Software | NONE | $53,870 | not reported in the loaded dataset |
| R. Jenkins | EMPLOYEE | $49,502 | not reported in the loaded dataset |
| Paychex Of New York LLC | NONE | $27,089 | not reported in the loaded dataset |
| Marsh & Mclennan Agency LLC | NONE | $16,199 | not reported in the loaded dataset |
| Marco Technologies LLC | NONE | $15,798 | not reported in the loaded dataset |
| Burr Oak Consulting LLC | NONE | $12,923 | not reported in the loaded dataset |
| Hammond And Shinners, Pc | NONE | $12,572 | not reported in the loaded dataset |
| Iron Mountain | NONE | $9,773 | not reported in the loaded dataset |
| Tech Electronics | NONE | $8,932 | not reported in the loaded dataset |
| Quadient Leasing Usa, Inc. | NONE | $7,456 | not reported in the loaded dataset |