Health And Welfare Fund Of Local Union 73 — Form 5500 plan (Board Of Trustees Of The Health & Welfare Fund Of Local Union 73)
Plain-English plan 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, Health And Welfare Fund Of Local Union 73 is a benefit plan reported by Board Of Trustees Of The Health & Welfare Fund Of Local Union 73 under EIN 23-7111189 and plan number 501. The latest loaded filing year is 2023. The filing reports 89 participants and $2,601,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Health & Welfare Fund Of Local Union 73
- EIN
- 23-7111189
- Plan number
- 501
- Plan type
- 1
- Location
- Valley View, OH
- Latest filing year
- 2023
- Participants
- 89
- End-of-year plan assets
- $2,601,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 89 | H, C | 20241015092158NAL0027935393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,601,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,601,254
- Net assets (BOY)
- $2,359,923
Income & contributions
- Employer contributions
- $1,412,965
- Participant contributions
- $65,951
- Total contributions
- $1,478,916
- Total income / additions
- $1,685,407
Expenses & distributions
- Benefits paid
- $1,303,113
- Administrative expenses
- $140,963
- Total expenses
- $1,444,076
- Net increase / (decrease)
- $241,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cpi-Hr | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Teamsters Local 73 Pension | RELATED PLAN | $29,665 | not reported in the loaded dataset | 2023 |
| J. Schaefer & Company LLC | NONE | $14,400 | not reported in the loaded dataset | 2023 |
| Faulkner Hoffman & Phillips | NONE | $12,419 | not reported in the loaded dataset | 2023 |
| Alera Group | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Health & Welfare Fund Of Local Union 73
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Valley View, OH
- Cpi-Hr — Schedule C compensation
- Teamsters Local 73 Pension — Schedule C compensation
- J. Schaefer & Company LLC — Schedule C compensation
- Faulkner Hoffman & Phillips — Schedule C compensation
- Alera Group — Schedule C compensation
- Andco Consulting — Schedule C compensation