2023 Form 5500 filing — Chicago Truck Drivers Union 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 20250113134232NAL0018537729001) for Chicago Truck Drivers Union Health & Welfare Fund, reported by Chicago Truck Drivers Union Health & Welfare Fund under EIN 36-6598154 and plan number 501. It reports 838 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113134232NAL0018537729001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Chicago Truck Drivers Union Health & Welfare Fund
- EIN
- 36-6598154
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 838
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,045,201
- Total liabilities (EOY)
- $730,287
- Net assets (EOY)
- $30,314,914
- Employer contributions
- $13,523,132
- Participant contributions
- $209,213
- Total income / additions
- $16,467,116
- Benefits paid
- $11,593,358
- Administrative expenses
- $927,592
- Total expenses
- $12,520,950
- Net increase / (decrease)
- $3,946,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $216,229 | not reported in the loaded dataset |
| Professional Benefit Administrators | NONE | $145,353 | not reported in the loaded dataset |
| April Bougis | EMPLOYEE | $105,691 | not reported in the loaded dataset |
| Yamilka Santiago | EMPLOYEE | $86,489 | not reported in the loaded dataset |
| Sharon Saragosa | EMPLOYEE | $66,751 | not reported in the loaded dataset |
| Dawn Mckendrick | EMPLOYEE | $58,058 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $39,755 | not reported in the loaded dataset |
| The Segal Company | NONE | $38,973 | not reported in the loaded dataset |
| Union Insurance Group | NONE | $27,030 | $5,222 |
| National Investment Services | NONE | $28,574 | not reported in the loaded dataset |
| Willig, Williams, And Davidson | NONE | $19,944 | not reported in the loaded dataset |
| Unique Computing Solutions | NONE | $19,003 | not reported in the loaded dataset |
| Northern Trust | NONE | $12,276 | $0 |
| Strategic Capital | NONE | $10,000 | not reported in the loaded dataset |
| Thomas Daly | ADMINISTRATOR | $5,953 | not reported in the loaded dataset |