2023 Form 5500 filing — Fox Valley & Vicinity Construction Workers 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 20250310120222NAL0015979649002) for Fox Valley & Vicinity Construction Workers Welfare Fund, reported by Trustees, Fox Valley & Vicinity Construction Workers Welfare Fund under EIN 36-6147408 and plan number 501. It reports 646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310120222NAL0015979649002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees, Fox Valley & Vicinity Construction Workers Welfare Fund
- EIN
- 36-6147408
- Plan number
- 501
- Location
- Schaumburg, IL
- Participants
- 646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,250,449
- Total liabilities (EOY)
- $5,592,243
- Net assets (EOY)
- $16,658,206
- Employer contributions
- $10,323,225
- Participant contributions
- $556,185
- Total income / additions
- $13,178,004
- Benefits paid
- $11,127,206
- Administrative expenses
- $558,777
- Total expenses
- $11,685,983
- Net increase / (decrease)
- $1,492,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Care Service Corporation | NONE | $294,132 | $0 |
| Group Administrators Ltd | NONE | $278,993 | $0 |
| The Segal Company | NONE | $107,014 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $59,720 | not reported in the loaded dataset |
| Northern Trust | NONE | $26,967 | $0 |
| Strategic Capital Investment Adviso | NONE | $25,333 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman, Ltd | NONE | $18,906 | not reported in the loaded dataset |
| Hines & Associates | NONE | $17,682 | not reported in the loaded dataset |
| Employee Resource Systems | NONE | $13,255 | not reported in the loaded dataset |
| Dental Network Of America | NONE | $5,171 | not reported in the loaded dataset |