Lima Area Health And Welfare Fund — Form 5500 plan (Board Of Trustees Lima Area Health And 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, Lima Area Health And Welfare Fund is a benefit plan reported by Board Of Trustees Lima Area Health And Welfare Fund under EIN 34-6555849 and plan number 501. The latest loaded filing year is 2023. The filing reports 419 participants and $15,351,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Lima Area Health And Welfare Fund
- EIN
- 34-6555849
- Plan number
- 501
- Plan type
- 1
- Location
- Holland, OH
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $15,351,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241011085551NAL0010745395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,351,517
- Total liabilities (EOY)
- $2,797,735
- Net assets (EOY)
- $12,553,782
- Net assets (BOY)
- $15,022,723
Income & contributions
- Employer contributions
- $7,265,946
- Participant contributions
- $284,553
- Total contributions
- $7,550,499
- Total income / additions
- $8,743,387
Expenses & distributions
- Benefits paid
- $10,509,655
- Administrative expenses
- $702,673
- Total expenses
- $11,212,328
- Net increase / (decrease)
- -$2,468,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem | NONE | $195,605 | not reported in the loaded dataset | 2023 |
| Northwestern Ohio Administrators | NONE | $185,157 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick | NONE | $58,036 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $26,100 | not reported in the loaded dataset | 2023 |
| Highland & Associates | NONE | $25,278 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Tech | NONE | $14,698 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $13,804 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Huntington Insurance | NONE | $5,141 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Lima Area Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Holland, OH
- Anthem — Schedule C compensation
- Northwestern Ohio Administrators — Schedule C compensation
- Shumaker, Loop & Kendrick — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Highland & Associates — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Bridgeway Benefit Tech — Schedule C compensation
- Delta Dental — Schedule C compensation
- Milliman — Schedule C compensation
- Huntington Insurance — Schedule C compensation