2023 Form 5500 filing — 1978 Retired Construction Workers Benefit Trust
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 20250115084746NAL0021508273005) for 1978 Retired Construction Workers Benefit Trust, reported by 1978 Retired Construction Workers Benefit Trust under EIN 55-0583589 and plan number 502. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115084746NAL0021508273005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- 1978 Retired Construction Workers Benefit Trust
- EIN
- 55-0583589
- Plan number
- 502
- Location
- Charleston, WV
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,689,488
- Total liabilities (EOY)
- $165,860
- Net assets (EOY)
- $18,523,628
- Employer contributions
- $120,161
- Participant contributions
- $5,765,497
- Total income / additions
- $6,447,356
- Benefits paid
- $4,027,152
- Administrative expenses
- $333,602
- Total expenses
- $4,360,754
- Net increase / (decrease)
- $2,086,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Health Plan | NONE | $110,409 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $50,634 | not reported in the loaded dataset |
| Sav- Rx | NONE | $49,487 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $25,884 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $23,824 | not reported in the loaded dataset |
| Centurion Insurance Services LLC | NONE | $19,337 | not reported in the loaded dataset |
| William H. Howe | TRUSTEE | $15,000 | not reported in the loaded dataset |
| Fred Marx | CHAIRMAN | $15,000 | not reported in the loaded dataset |
| Donald T. Barnett | TRUSTEE | $15,000 | not reported in the loaded dataset |
| Medcom | NONE | $8,900 | $0 |