2023 Form 5500 filing — Chicago Area Joint Welfare Committee For The Pointing Cleaning & Caulking Industry
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 20250205160009NAL0005391091003) for Chicago Area Joint Welfare Committee For The Pointing Cleaning & Caulking Industry, reported by Chicago Area Jt Welfare Comm. For The Pointing Cleaning Caulking Ind under EIN 36-2344463 and plan number 501. It reports 1,056 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$60.3MReported net assets$60,302,617
Participants1.1K1,056
Provider compensation$1.9M27 Schedule C row(s)$1,898,777
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250205160009NAL0005391091003
- Plan sponsor
- Chicago Area Jt Welfare Comm. For The Pointing Cleaning Caulking Ind
- EIN
- 36-2344463
- Plan number
- 501
- Location
- Elmhurst, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$64.6M total assets
Net assets$60.3MLiabilities$4.3M
Full reported line items
- Total assets (EOY)
- $64,590,188
- Total liabilities (EOY)
- $4,287,571
- Net assets (EOY)
- $60,302,617
- Employer contributions
- $13,281,680
- Participant contributions
- $633,466
- Total income / additions
- $22,520,131
- Benefits paid
- $20,940,584
- Administrative expenses
- $1,402,526
- Total expenses
- $22,343,110
- Net increase / (decrease)
- $177,021
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blue Shield Of Illinois | NONE | $564,293 | not reported in the loaded dataset |
| The Segal Company | NONE | $204,783 | not reported in the loaded dataset |
| Cygan Hayes, Ltd. | NONE | $183,211 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $144,310 | not reported in the loaded dataset |
| Lucy N. Guerrero | EMPLOYEE | $94,160 | not reported in the loaded dataset |
| Active Health Management | NONE | $72,548 | not reported in the loaded dataset |
| Bonnie L. Caruso | EMPLOYEE | $65,518 | not reported in the loaded dataset |
| John Kallianis | PLAN ADMINISTRATOR | $60,120 | not reported in the loaded dataset |
| Sands Capital Management | NONE | $49,195 | $0 |
| Baum Sigman Auerbach & Nueman Ltd. | NONE | $45,811 | not reported in the loaded dataset |
| Marquette Associates | NONE | $45,000 | not reported in the loaded dataset |
| Express Scripts | NONE | $44,735 | not reported in the loaded dataset |
| Harris Associates L.P. | NONE | $38,819 | $0 |
| Viola L. Munguia | EMPLOYEE | $32,180 | not reported in the loaded dataset |
| Michele A. Schultz | EMPLOYEE | $32,180 | not reported in the loaded dataset |
| Yvonne Nava | EMPLOYEE | $32,077 | not reported in the loaded dataset |
| Carol B. Tucker | EMPLOYEE | $28,605 | not reported in the loaded dataset |
| Sylwia Kozieja | EMPLOYEE | $27,262 | not reported in the loaded dataset |
| Joanna Probola | EMPLOYEE | $26,301 | not reported in the loaded dataset |
| Associated Agencies | NONE | $17,485 | not reported in the loaded dataset |
| Silvercrest Asset Management Group | NONE | $17,004 | $0 |
| Nhit Core Plus Fixed Income Trust | NONE | $16,893 | not reported in the loaded dataset |
| Dental Network Of America | NONE | $16,166 | not reported in the loaded dataset |
| Worldpay | NONE | $13,751 | not reported in the loaded dataset |
| Noventech | NONE | $11,516 | not reported in the loaded dataset |
| Delta Dental Of Illinois | NONE | $7,845 | not reported in the loaded dataset |
| Midwest Institutional Trust Company | NONE | $7,009 | not reported in the loaded dataset |