2023 Form 5500 filing — Excavating And Building Material Drivers Union Local 436 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 20241015123009NAL0029632417009) for Excavating And Building Material Drivers Union Local 436 Welfare Fund, reported by Board Of Trustees Of Excavating Union Local 436 Welfare Fund under EIN 34-0821253 and plan number 501. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123009NAL0029632417009
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Excavating Union Local 436 Welfare Fund
- EIN
- 34-0821253
- Plan number
- 501
- Location
- Toledo, OH
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,110,024
- Total liabilities (EOY)
- $223,542
- Net assets (EOY)
- $886,482
- Employer contributions
- $2,366,963
- Participant contributions
- $245,152
- Total income / additions
- $2,652,293
- Benefits paid
- $2,329,879
- Administrative expenses
- $826,473
- Total expenses
- $3,156,352
- Net increase / (decrease)
- -$504,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Maureen Stavole | EMPLOYEE | $121,437 | not reported in the loaded dataset |
| Chrissann Chambers | EMPLOYEE | $101,694 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S | AUDITOR | $56,154 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | COMPUTER CONSULTING | $33,569 | not reported in the loaded dataset |
| Zenith American Solutions | THIRD PARTY ADMINISTRATOR | $30,600 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips LLC | ATTORNEY | $28,817 | not reported in the loaded dataset |
| Local Union 436 | RENT | $27,969 | not reported in the loaded dataset |
| Paychex, Inc. | PAYROLL PROCESSING | $8,199 | not reported in the loaded dataset |
| Quadient Finance Usa, Inc. | POSTAGE PROVIDER | $7,415 | not reported in the loaded dataset |
| Margo Jerome, Cpa | ACCOUNTING SERVICES | $6,885 | not reported in the loaded dataset |
| Iron Mountain | STORAGE SERVICES | $5,930 | not reported in the loaded dataset |