2023 Form 5500 filing — Chicago Area Ib Of T Health And Welfare Plan
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 20241105100252NAL0004586435001) for Chicago Area Ib Of T Health And Welfare Plan, reported by Board Of Trustees Of Chicago Area Ib Of T Health & Welfare Fund under EIN 36-2187389 and plan number 501. It reports 1,386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105100252NAL0004586435001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Chicago Area Ib Of T Health & Welfare Fund
- EIN
- 36-2187389
- Plan number
- 501
- Location
- Downers Grove, IL
- Participants
- 1,386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,138,327
- Total liabilities (EOY)
- $1,854,760
- Net assets (EOY)
- $94,283,567
- Employer contributions
- $19,510,031
- Participant contributions
- $103,876
- Total income / additions
- $25,485,457
- Benefits paid
- $19,480,005
- Administrative expenses
- $1,250,874
- Total expenses
- $20,730,879
- Net increase / (decrease)
- $4,754,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $672,353 | $0 |
| Deidre Jackson | EMPLOYEE | $139,265 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $108,168 | not reported in the loaded dataset |
| Laner Muchin | NONE | $97,541 | not reported in the loaded dataset |
| Laura Caballero | EMPLOYEE | $88,445 | not reported in the loaded dataset |
| National Investment Services | NONE | $88,071 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $81,976 | not reported in the loaded dataset |
| Adija Brown | EMPLOYEE | $76,997 | not reported in the loaded dataset |
| The Segal Company | NONE | $70,460 | not reported in the loaded dataset |
| Emma Reinke | EMPLOYEE | $69,935 | not reported in the loaded dataset |
| Valenz Care | NONE | $58,689 | not reported in the loaded dataset |
| Dowd Bloch & Bennett | NONE | $53,357 | not reported in the loaded dataset |
| Denise Lukaszewski | EMPLOYEE | $42,689 | not reported in the loaded dataset |
| Strategic Capital | NONE | $20,000 | not reported in the loaded dataset |
| Lasalle Consulting Partners, Inc | NONE | $18,881 | not reported in the loaded dataset |
| Comerica Bank | NONE | $10,017 | $0 |
| Joseph Burke | TRUSTEE | $7,625 | not reported in the loaded dataset |
| Michael G. Phillip P.C. | TRUSTEE | $5,719 | not reported in the loaded dataset |
| Hunt Insurance Group | NONE | $0 | $5,612 |