Plan5500

Boilermakers Lodge No. 154 Welfare Fund — Form 5500 plan (Boilermakers Lodge No. 154 Welfare Fund)

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, Boilermakers Lodge No. 154 Welfare Fund is a benefit plan reported by Boilermakers Lodge No. 154 Welfare Fund under EIN 25-6036558 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,534 participants and $12,672,427 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.6MPlan net assets, end of year$12,649,470
Participants3.5KCovered participants reported3,534
Assets / participant$3.6KComputed: assets ÷ participants$3,586 (computed)
Provider compensation$301.2K6 Schedule C provider row(s)$301,221
Plan sponsor
Boilermakers Lodge No. 154 Welfare Fund
EIN
25-6036558
Plan number
501
Plan type
1
Location
Bloomington, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,534 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.7M total assets
Net assets$12.6MLiabilities$23K
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.9M
Benefits paid / distributions$1.6M
Contributions
Employer$1.3M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$12,672,427
Total liabilities (EOY)
$22,957
Net assets (EOY)
$12,649,470
Net assets (BOY)
$12,405,638

Income & contributions

Employer contributions
$1,348,100
Total contributions
$1,348,100
Total income / additions
$2,149,817

Expenses & distributions

Benefits paid
$1,578,002
Administrative expenses
$327,983
Total expenses
$1,905,985
Net increase / (decrease)
$243,832
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income73%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wilson-Mcshane Corporation$187.9K
    NONE · Direct $187.9K
  2. 2
    Wex Health$51.7K
    NONE · Direct $51.7K
  3. 3
    Packer Thomas$22.6K
    NONE · Direct $22.6K
  4. 4
    Boyd Watterson$18.7K
    NONE · Direct $18.7K
  5. 5
    Meyer Unkovic & Scott$10.3K
    NONE · Direct $10.3K
  6. 6
    Cap Financial Partners LLC Dba Capt$10K
    NONE · Direct $10K

What to inspect next

Frequently asked questions

Who sponsors the Boilermakers Lodge No. 154 Welfare Fund?
Boilermakers Lodge No. 154 Welfare Fund is reported as sponsored by Boilermakers Lodge No. 154 Welfare Fund (EIN 25-6036558, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Boilermakers Lodge No. 154 Welfare Fund?
The latest Form 5500 filing year loaded for Boilermakers Lodge No. 154 Welfare Fund is 2023.
How many participants does Boilermakers Lodge No. 154 Welfare Fund report?
Boilermakers Lodge No. 154 Welfare Fund reports 3,534 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Boilermakers Lodge No. 154 Welfare Fund?
Boilermakers Lodge No. 154 Welfare Fund reports $12,672,427 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages