2023 Form 5500 filing — Southwest Multicraft Health & Welfare Trust 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 20250614165313NAL0014296355001) for Southwest Multicraft Health & Welfare Trust Fund, reported by Southwest Multicraft under EIN 85-6010752 and plan number 501. It reports 3,524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250614165313NAL0014296355001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southwest Multicraft
- EIN
- 85-6010752
- Plan number
- 501
- Location
- Albuquerque, NM
- Participants
- 3,524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,543,196
- Total liabilities (EOY)
- $10,240,861
- Net assets (EOY)
- $133,302,335
- Employer contributions
- $34,029,858
- Participant contributions
- $178,779
- Total income / additions
- $53,116,429
- Benefits paid
- $23,534,635
- Administrative expenses
- $3,569,242
- Total expenses
- $27,103,877
- Net increase / (decrease)
- $26,012,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,468,290 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $1,165,626 | not reported in the loaded dataset |
| Greenlight Cost Mgt | NONE | $214,075 | not reported in the loaded dataset |
| Wellesley | NONE | $114,490 | not reported in the loaded dataset |
| The Segal Company | NONE | $80,166 | not reported in the loaded dataset |
| Mfs | NONE | $54,409 | not reported in the loaded dataset |
| Loomis | NONE | $51,270 | not reported in the loaded dataset |
| Dental Network Of America | NONE | $47,015 | not reported in the loaded dataset |
| Wcm | NONE | $44,839 | not reported in the loaded dataset |
| Brandes | NONE | $42,422 | not reported in the loaded dataset |
| Ka Smid | NONE | $38,836 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $35,963 | not reported in the loaded dataset |
| Letterstream | NONE | $35,410 | not reported in the loaded dataset |
| Uniplan | NONE | $30,311 | not reported in the loaded dataset |
| Kelley Law Group | NONE | $26,558 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $24,917 | not reported in the loaded dataset |
| Eaton Vance | NONE | $21,506 | not reported in the loaded dataset |
| First Impressions | NONE | $18,623 | not reported in the loaded dataset |