2023 Form 5500 filing — Building Trades Welfare Fund For The Ohio Valley
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 20250905143007NAL0017282497001) for Building Trades Welfare Fund For The Ohio Valley, reported by Building Trades Welfare Fund For The Ohio Valley under EIN 55-0394421 and plan number 501. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250905143007NAL0017282497001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Building Trades Welfare Fund For The Ohio Valley
- EIN
- 55-0394421
- Plan number
- 501
- Location
- St. Clairsville, OH
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,233,445
- Total liabilities (EOY)
- $771,612
- Net assets (EOY)
- $10,461,833
- Employer contributions
- $5,364,084
- Participant contributions
- $238,544
- Total income / additions
- $7,156,470
- Benefits paid
- $4,939,880
- Administrative expenses
- $424,661
- Total expenses
- $5,364,541
- Net increase / (decrease)
- $1,791,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark Blue Cross Blue Shield | CLAIMS PROCESSING | $394,113 | $0 |
| Beth A. Key | PLAN ADMINISTRATOR | $83,433 | not reported in the loaded dataset |
| Wesbanco Investments | INVESTMENT CUSTODIAN | $33,802 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $32,270 | not reported in the loaded dataset |
| Benefit Management Solutions | CONSULTING | $28,800 | not reported in the loaded dataset |
| A And M Holding Company | RENT | $21,300 | not reported in the loaded dataset |
| Cw Breitsman Association LLC | CONSULTANT | $21,000 | not reported in the loaded dataset |
| Macala & Piatt, LLC | ATTORNEY | $17,864 | not reported in the loaded dataset |
| The Hartford Finl Services Group | LIFE INSURANCE PROVIDER | $11,575 | not reported in the loaded dataset |