2023 Form 5500 filing — Building Material Chauffeurs, Teamsters & Helpers Welfare Fund Of Chicago
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 20250325100659NAL0007625267001) for Building Material Chauffeurs, Teamsters & Helpers Welfare Fund Of Chicago, reported by Trustees Of 786 Ibt Material Welfare Fund under EIN 36-6057110 and plan number 501. It reports 1,634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250325100659NAL0007625267001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of 786 Ibt Material Welfare Fund
- EIN
- 36-6057110
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 1,634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,112,493
- Total liabilities (EOY)
- $4,500,098
- Net assets (EOY)
- $61,612,395
- Employer contributions
- $29,028,748
- Participant contributions
- $237,328
- Total income / additions
- $38,646,147
- Benefits paid
- $30,944,556
- Administrative expenses
- $1,148,851
- Total expenses
- $32,093,407
- Net increase / (decrease)
- $6,552,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $640,419 | $0 |
| Elite Administration | NONE | $446,240 | $646 |
| Healthcare Strategies Inc | NONE | $304,621 | not reported in the loaded dataset |
| Jeffrey Hoff | EMPLOYEE | $172,681 | not reported in the loaded dataset |
| Melody Orozco | EMPLOYEE | $100,378 | not reported in the loaded dataset |
| Legacy Professionals | NONE | $98,455 | not reported in the loaded dataset |
| Christine Uson | EMPLOYEE | $80,276 | not reported in the loaded dataset |
| Tracy Vari | EMPLOYEE | $79,652 | not reported in the loaded dataset |
| Burke, Burns, & Pinelli | NONE | $63,085 | not reported in the loaded dataset |
| Mary Ceretto | EMPLOYEE | $60,659 | not reported in the loaded dataset |
| Vitech Systems Group, Inc | NONE | $55,855 | not reported in the loaded dataset |
| Hope Assistance Plans | NONE | $54,005 | not reported in the loaded dataset |
| Laner Muchin | NONE | $46,563 | not reported in the loaded dataset |
| Western Asset Management | NONE | $33,369 | not reported in the loaded dataset |
| Mercer | NONE | $26,250 | not reported in the loaded dataset |
| Riverbridge Partners, LLC | NONE | $25,045 | $0 |
| Bmo Harris Bank | NONE | $21,898 | $0 |
| Pgim Investments | NONE | $21,881 | $0 |
| Silvercrest Asset Management | NONE | $19,422 | $0 |
| Dental Network Of America | NONE | $15,227 | not reported in the loaded dataset |
| Lasalle Consulting Partners | NONE | $13,453 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $13,422 | not reported in the loaded dataset |
| Steve Warnke | TRUSTEE | $7,158 | not reported in the loaded dataset |
| Rosanne Lacalamita | EMPLOYEE | $6,630 | not reported in the loaded dataset |
| Eddie Rizzo | TRUSTEE | $5,369 | not reported in the loaded dataset |