2023 Form 5500 filing — Construction Industry 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 20250213103007NAL0012460691001) for Construction Industry Health And Welfare Plan, reported by Construction Industry Health And Welfare Trust under EIN 61-6058688 and plan number 501. It reports 1,592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$14.2MReported net assets$14,169,825
Participants1.6K1,592
Provider compensation$981.7K4 Schedule C row(s)$981,702
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250213103007NAL0012460691001
Plan sponsor
Construction Industry Health And Welfare Trust
EIN
61-6058688
Plan number
501
Location
Lexington, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$15.4M total assets
Net assets$14.2MLiabilities$1.3M
Money in vs. money out
Total income / additions$25.9M
Total expenses$23.7M
Benefits paid / distributions$22.7M
Contributions
Employer$24.9M
Participant$154.4K
Full reported line items
Total assets (EOY)
$15,419,881
Total liabilities (EOY)
$1,250,056
Net assets (EOY)
$14,169,825
Employer contributions
$24,860,205
Participant contributions
$154,379
Total income / additions
$25,853,657
Benefits paid
$22,661,019
Administrative expenses
$1,024,366
Total expenses
$23,685,385
Net increase / (decrease)
$2,168,272
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Umr$903.1K
    CONTRACT ADMIN/CONSULTING · Direct $903.1K
  2. 2
    INVESTMENT MANAGER · Direct $41.5K
  3. 3
    INVESTMENT MANAGER · Direct $21K
  4. 4
    AUDITOR · Direct $16K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250213103007NAL0012460691001 cover?
It is the 2023 Form 5500 filing for Construction Industry Health And Welfare Plan, reported by Construction Industry Health And Welfare Trust (EIN 61-6058688).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages