2023 Form 5500 filing — Iron Workers Local 8 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 20250314165130NAL0022769633001) for Iron Workers Local 8 Welfare Fund, reported by Iron Workers Local 8 Welfare Fund under EIN 39-0855190 and plan number 501. It reports 1,305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314165130NAL0022769633001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Local 8 Welfare Fund
- EIN
- 39-0855190
- Plan number
- 501
- Location
- Oak Brook, IL
- Participants
- 1,305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,246,387
- Total liabilities (EOY)
- $2,862,754
- Net assets (EOY)
- $48,383,633
- Employer contributions
- $15,579,360
- Participant contributions
- $3,089,136
- Total income / additions
- $23,393,055
- Benefits paid
- $18,782,663
- Administrative expenses
- $957,912
- Total expenses
- $19,740,575
- Net increase / (decrease)
- $3,652,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Blue Shield | NONE | $633,227 | not reported in the loaded dataset |
| Benefit Management Group, Inc. | NONE | $425,027 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $166,727 | not reported in the loaded dataset |
| The Segal Company | NONE | $118,041 | not reported in the loaded dataset |
| Delta Dental | NONE | $45,484 | not reported in the loaded dataset |
| Employee Resource Systems, Inc. | NONE | $34,005 | not reported in the loaded dataset |
| Sikich Cpa LLC | NONE | $28,560 | not reported in the loaded dataset |
| Marquette Associates | NONE | $25,000 | not reported in the loaded dataset |
| Sommers & Fahrenbach | NONE | $21,539 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $19,330 | $0 |
| Combined Crafts | NONE | $15,652 | not reported in the loaded dataset |
| National Investment Services | NONE | $10,722 | not reported in the loaded dataset |