2023 Form 5500 filing — Bac Local 23 North Shore Chapter Health And 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 20241213083006NAL0010272035001) for Bac Local 23 North Shore Chapter Health And Welfare Fund, reported by Joint Board Of Trustees Of Bac Local 23 North Shore Chapter under EIN 62-1523674 and plan number 501. It reports 1,000 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213083006NAL0010272035001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Bac Local 23 North Shore Chapter
- EIN
- 62-1523674
- Plan number
- 501
- Location
- Valley View, OH
- Participants
- 1,000
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,075,726
- Total liabilities (EOY)
- $957,988
- Net assets (EOY)
- $13,117,738
- Employer contributions
- $7,443,423
- Participant contributions
- $97,630
- Total income / additions
- $9,334,548
- Benefits paid
- $7,585,906
- Administrative expenses
- $553,743
- Total expenses
- $8,139,649
- Net increase / (decrease)
- $1,194,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The James B Oswald Company | NONE | $79,568 | not reported in the loaded dataset |
| Laurel Nielsen | EMPLOYEE OF PLAN SPONSOR | $39,844 | not reported in the loaded dataset |
| Faulkner, Hoffman And Phillips | NONE | $29,303 | not reported in the loaded dataset |
| Dgperry | NONE | $28,551 | not reported in the loaded dataset |
| Erica Kawczynski | EMPLOYEE OF PLAN SPONSOR | $25,752 | not reported in the loaded dataset |
| Benesys | NONE | $19,701 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $14,000 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $10,891 | not reported in the loaded dataset |
| Bricklayers Allied Craftworkers | NONE | $9,000 | not reported in the loaded dataset |
| Fifth Third | NONE | $7,500 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $7,000 | not reported in the loaded dataset |
| The Union Labor Life Insurance | NONE | $5,206 | not reported in the loaded dataset |