2023 Form 5500 filing — Int'L Association Of Heat And Frost Insulators Local 17 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 20241015115405NAL0028273265001) for Int'L Association Of Heat And Frost Insulators Local 17 Welfare Fund, reported by Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Welfare Fd under EIN 36-6600740 and plan number 501. It reports 1,391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115405NAL0028273265001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Welfare Fd
- EIN
- 36-6600740
- Plan number
- 501
- Location
- Tinley Park, IL
- Participants
- 1,391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,956,885
- Total liabilities (EOY)
- $2,056,522
- Net assets (EOY)
- $54,900,363
- Employer contributions
- $21,315,574
- Participant contributions
- $2,023,311
- Total income / additions
- $28,851,821
- Benefits paid
- $25,428,063
- Administrative expenses
- $1,867,997
- Total expenses
- $27,296,060
- Net increase / (decrease)
- $1,555,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $436,750 | $0 |
| Cerner Health | NONE | $361,104 | not reported in the loaded dataset |
| Express Scripts | NONE | $312,672 | not reported in the loaded dataset |
| Milliman Inc | NONE | $276,885 | not reported in the loaded dataset |
| Union Eyes LLC | NONE | $241,917 | not reported in the loaded dataset |
| Valenz Care | NONE | $225,492 | not reported in the loaded dataset |
| Marathon Health | NONE | $180,110 | not reported in the loaded dataset |
| Diane Boyte | EMPLOYEE | $141,367 | not reported in the loaded dataset |
| Kimberly Hatfield | EMPLOYEE | $130,881 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $128,313 | $780 |
| Maureen Glynn Nudi | EMPLOYEE | $125,354 | not reported in the loaded dataset |
| Katie Mcmanus Dwyer | EMPLOYEE | $116,396 | not reported in the loaded dataset |
| Mary Mcmullin | EMPLOYEE | $115,876 | not reported in the loaded dataset |
| National Investment Svc Inc | NONE | $115,565 | not reported in the loaded dataset |
| Jennifer Hill | EMPLOYEE | $107,728 | not reported in the loaded dataset |
| Jacqueline Carson | EMPLOYEE | $79,653 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $77,265 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $55,026 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $44,961 | not reported in the loaded dataset |
| Dental Network Of America, LLC | NONE | $33,817 | not reported in the loaded dataset |
| James R Klemme | NONE | $33,026 | not reported in the loaded dataset |
| Strategic Capital Invest Advisors | NONE | $28,500 | not reported in the loaded dataset |
| Cassandra Glynn | EMPLOYEE | $25,031 | not reported in the loaded dataset |
| K-Plus Computer Services, LLC | NONE | $12,282 | not reported in the loaded dataset |
| Old National Bank | NONE | $6,500 | not reported in the loaded dataset |