2023 Form 5500 filing — Fox Valley Laborers 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 20250307094113NAL0019455440002) for Fox Valley Laborers Health & Welfare Fund, reported by Trustees Of Fox Valley Laborers Health And Welfare Fund under EIN 36-6219639 and plan number 501. It reports 2,009 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307094113NAL0019455440002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Fox Valley Laborers Health And Welfare Fund
- EIN
- 36-6219639
- Plan number
- 501
- Location
- Elgin, IL
- Participants
- 2,009
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,287,745
- Total liabilities (EOY)
- $27,688,742
- Net assets (EOY)
- $102,599,003
- Employer contributions
- $37,010,729
- Participant contributions
- $1,894,944
- Total income / additions
- $51,071,223
- Benefits paid
- $41,138,565
- Administrative expenses
- $2,365,134
- Total expenses
- $43,503,699
- Net increase / (decrease)
- $7,567,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Care Services Corp(Bc/Bs) | NONE | $792,372 | $0 |
| Sei Investments | NONE | $336,655 | $0 |
| Hines & Associates, Inc. | NONE | $284,479 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $225,267 | not reported in the loaded dataset |
| Palmer, Tanya | EMPLOYEE | $151,358 | not reported in the loaded dataset |
| Joanna Lopez | EMPLOYEE | $131,063 | not reported in the loaded dataset |
| Cvs Health | NONE | $125,518 | not reported in the loaded dataset |
| Elina Llamas | EMPLOYEE | $124,064 | not reported in the loaded dataset |
| Deborah French | EMPLOYEE | $116,037 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $101,847 | not reported in the loaded dataset |
| Daisy Alvarado | EMPLOYEE | $90,549 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $90,543 | not reported in the loaded dataset |
| Diaz, Maria | EMPLOYEE | $88,993 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $88,779 | not reported in the loaded dataset |
| David Ugarte | EMPLOYEE | $64,672 | not reported in the loaded dataset |
| Cimino, Michele A | EMPLOYEE | $61,606 | not reported in the loaded dataset |
| Northern Trust Co | NONE | $59,479 | $0 |
| Alejandres, Alexandria | EMPLOYEE | $52,277 | not reported in the loaded dataset |
| Allegra Coal City | NONE | $50,546 | not reported in the loaded dataset |
| Dental Network Of America | NONE | $46,909 | not reported in the loaded dataset |
| Employee Resource Systems, Inc. | NONE | $35,805 | not reported in the loaded dataset |
| Northern Print Network | NONE | $17,490 | not reported in the loaded dataset |
| Bmi Audit Services, LLC | NONE | $16,205 | not reported in the loaded dataset |
| Eyemed Vision Care, Inc. | NONE | $12,374 | not reported in the loaded dataset |
| Ikon Software Inc. | NONE | $12,315 | not reported in the loaded dataset |
| Automatic Data Processing, Inc. | NONE | $7,211 | not reported in the loaded dataset |
| Bassler & Co Insurance Agency | NONE | $0 | $6,945 |
| Green Light Cost Management, LLC | NONE | $6,679 | not reported in the loaded dataset |