2023 Form 5500 filing — Machinery Movers, Riggers & Mach. Erect. Local 136 Health And 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 20250326124846NAL0023944928002) for Machinery Movers, Riggers & Mach. Erect. Local 136 Health And Welfare Fund, reported by Machinery Movers, Riggers & Mach. Erect Local 136 Health & Welfare Fun under EIN 36-3204740 and plan number 501. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250326124846NAL0023944928002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Machinery Movers, Riggers & Mach. Erect Local 136 Health & Welfare Fun
- EIN
- 36-3204740
- Plan number
- 501
- Location
- Oak Brook, IL
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,453,039
- Total liabilities (EOY)
- $3,435,655
- Net assets (EOY)
- $2,017,384
- Employer contributions
- $2,379,836
- Participant contributions
- $129,415
- Total income / additions
- $2,904,655
- Benefits paid
- $3,287,521
- Administrative expenses
- $251,140
- Total expenses
- $3,538,661
- Net increase / (decrease)
- -$634,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Management Group | NONE | $95,259 | not reported in the loaded dataset |
| Marathon Health | NONE | $84,465 | not reported in the loaded dataset |
| James V. Gallery & Associate | NONE | $60,000 | not reported in the loaded dataset |
| Health Care Service Corp (Bcbs) | NONE | $54,580 | $0 |
| Union Eyes | NONE | $35,894 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $26,601 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $23,500 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $14,000 | not reported in the loaded dataset |
| Gregorio, Stec, Klein & Hose | NONE | $5,813 | not reported in the loaded dataset |
| Sav-Rx | NONE | $5,297 | not reported in the loaded dataset |