2023 Form 5500 filing — Miscellaneous Warehousemen'S Local 781 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 20250409154813NAL0030858048004) for Miscellaneous Warehousemen'S Local 781 Health And Welfare Fund, reported by Board Of Trustees Miscellaneous Warehousemen'S 781 Health & Welfare Fu under EIN 36-6117757 and plan number 501. It reports 610 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409154813NAL0030858048004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Miscellaneous Warehousemen'S 781 Health & Welfare Fu
- EIN
- 36-6117757
- Plan number
- 501
- Location
- Elmhurst, IL
- Participants
- 610
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,087,617
- Total liabilities (EOY)
- $1,221,436
- Net assets (EOY)
- $22,866,181
- Employer contributions
- $7,600,948
- Participant contributions
- $40,882
- Total income / additions
- $8,708,644
- Benefits paid
- $8,712,326
- Administrative expenses
- $245,494
- Total expenses
- $8,957,820
- Net increase / (decrease)
- -$249,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Il | NONE | $163,634 | $0 |
| Group Administrators | NONE | $152,266 | $0 |
| Segal Consulting | NONE | $50,417 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Newman, Ltd | NONE | $43,995 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $41,894 | not reported in the loaded dataset |
| Misc. Warehousemen'S Local 781 | RELATED LOCAL UNION | $32,165 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $17,113 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset |
| Bank Of America/Us Trust | NONE | $14,939 | $0 |
| Medical Cost Management Corp. | NONE | $12,657 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $10,154 | not reported in the loaded dataset |
| Interactive Health Benefits LLC | NONE | $5,246 | not reported in the loaded dataset |
| Optum Rx | NONE | $0 | $0 |