2023 Form 5500 filing — Architectural Ironworkers Local 63 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 20250310112204NAL0009706259002) for Architectural Ironworkers Local 63 Welfare Fund, reported by Board Of Trustees-Architectural Ironworkers Local 63 Welfare Fund under EIN 36-3251688 and plan number 501. It reports 1,432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310112204NAL0009706259002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Architectural Ironworkers Local 63 Welfare Fund
- EIN
- 36-3251688
- Plan number
- 501
- Location
- Oak Brook, IL
- Participants
- 1,432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,630,018
- Total liabilities (EOY)
- $26,538,529
- Net assets (EOY)
- $72,091,489
- Employer contributions
- $23,336,187
- Participant contributions
- $1,566,656
- Total income / additions
- $30,366,735
- Benefits paid
- $28,450,008
- Administrative expenses
- $832,990
- Total expenses
- $29,282,998
- Net increase / (decrease)
- $1,083,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marathon Health, LLC | NONE | $894,578 | not reported in the loaded dataset |
| Blue Cross/Blue Shield | NONE | $779,524 | $0 |
| Union Eyes | NONE | $402,051 | not reported in the loaded dataset |
| Benefits Management Group | NONE | $384,397 | not reported in the loaded dataset |
| Bluegrass Health Solutions | NONE | $171,040 | not reported in the loaded dataset |
| Sav-Rx | NONE | $135,723 | not reported in the loaded dataset |
| First Light Asset Management | NONE | $84,880 | not reported in the loaded dataset |
| Gregorio, Stec, Klein & Hose | NONE | $75,493 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $55,541 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $49,770 | not reported in the loaded dataset |
| Tfbc, LLC | NONE | $49,600 | not reported in the loaded dataset |
| Midwest Institutional Trust Co | NONE | $41,194 | $0 |
| Envision Healthcare Inc | NONE | $38,092 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $24,100 | not reported in the loaded dataset |
| Employee Resource Systems | NONE | $21,212 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $13,424 | $0 |
| Morgan Birge & Associates | NONE | $6,995 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $5,523 | not reported in the loaded dataset |