Indiana Laborers Welfare Fund — Form 5500 plan (Board Of Trustees Indiana Laborers 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, Indiana Laborers Welfare Fund is a benefit plan reported by Board Of Trustees Indiana Laborers Welfare Fund under EIN 35-0923209 and plan number 501. The latest loaded filing year is 2023. The filing reports 10,668 participants and $407,501,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Indiana Laborers Welfare Fund
- EIN
- 35-0923209
- Plan number
- 501
- Plan type
- 1
- Location
- Terre Haute, IN
- Latest filing year
- 2023
- Participants
- 10,668
- End-of-year plan assets
- $407,501,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,668 | H, C | 20250702121506NAL0007613955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $407,501,975
- Total liabilities (EOY)
- $24,859,756
- Net assets (EOY)
- $382,642,219
- Net assets (BOY)
- $324,678,268
Income & contributions
- Employer contributions
- $121,934,799
- Participant contributions
- $7,042,440
- Total contributions
- $128,977,239
- Total income / additions
- $170,354,589
Expenses & distributions
- Benefits paid
- $101,089,626
- Administrative expenses
- $11,301,012
- Total expenses
- $112,390,638
- Net increase / (decrease)
- $57,963,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies | NONE | $3,815,750 | not reported in the loaded dataset | 2023 |
| Hines & Associates, Inc | NONE | $1,043,113 | not reported in the loaded dataset | 2023 |
| Ifm Investors Pty Ltd. | NONE | $0 | $331,948 | 2023 |
| Delta Dental Of Indiana | NONE | $279,599 | not reported in the loaded dataset | 2023 |
| Beach Point Capital Management L.P. | NONE | $233,909 | not reported in the loaded dataset | 2023 |
| Loomis | NONE | $171,895 | not reported in the loaded dataset | 2023 |
| Invesco Advisers, Inc. | NONE | $162,155 | not reported in the loaded dataset | 2023 |
| National Investment Services, LLC | NONE | $143,072 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc. | NONE | $128,561 | not reported in the loaded dataset | 2023 |
| Somer Taylor | EMPLOYEE | $115,380 | not reported in the loaded dataset | 2023 |
| Shelley Luft | EMPLOYEE | $104,980 | not reported in the loaded dataset | 2023 |
| Sav-Rx Prescription Services | NONE | $86,119 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc | NONE | $84,599 | not reported in the loaded dataset | 2023 |
| Erin Edington | EMPLOYEE | $80,810 | not reported in the loaded dataset | 2023 |
| Robert Heller | EMPLOYEE | $73,280 | not reported in the loaded dataset | 2023 |
| Lisa White | EMPLOYEE | $66,132 | not reported in the loaded dataset | 2023 |
| Michael Brannon | EMPLOYEE | $66,106 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $65,154 | not reported in the loaded dataset | 2023 |
| Kathleen Culp | EMPLOYEE | $64,545 | not reported in the loaded dataset | 2023 |
| Stephanie Patrick | EMPLOYEE | $62,543 | not reported in the loaded dataset | 2023 |
| Michael Edwards | EMPLOYEE | $62,429 | not reported in the loaded dataset | 2023 |
| Adrienne Brown | EMPLOYEE | $59,249 | not reported in the loaded dataset | 2023 |
| Sherry Allen | EMPLOYEE | $57,758 | not reported in the loaded dataset | 2023 |
| Josh Stout | EMPLOYEE | $56,430 | not reported in the loaded dataset | 2023 |
| Jenna Starbuck | EMPLOYEE | $56,108 | not reported in the loaded dataset | 2023 |
| Kaitlin Brown | EMPLOYEE | $55,008 | not reported in the loaded dataset | 2023 |
| Parametric | NONE | $54,875 | not reported in the loaded dataset | 2023 |
| Carlyle | NONE | $54,851 | not reported in the loaded dataset | 2023 |
| Nora Lewellyn-Kennedy | EMPLOYEE | $54,002 | not reported in the loaded dataset | 2023 |
| Amy Trummer | EMPLOYEE | $53,339 | not reported in the loaded dataset | 2023 |
| Ashley Buker | EMPLOYEE | $53,036 | not reported in the loaded dataset | 2023 |
| Andrea Conley | EMPLOYEE | $52,697 | not reported in the loaded dataset | 2023 |
| Ashley Bunch | EMPLOYEE | $52,019 | not reported in the loaded dataset | 2023 |
| Danielle Brown | EMPLOYEE | $51,735 | not reported in the loaded dataset | 2023 |
| Brianna Mccammon | EMPLOYEE | $51,056 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Christine Miller | EMPLOYEE | $43,578 | not reported in the loaded dataset | 2023 |
| Sarah Huffington | EMPLOYEE | $41,910 | not reported in the loaded dataset | 2023 |
| Carissa Cunning | EMPLOYEE | $36,110 | not reported in the loaded dataset | 2023 |
| Part D Advisors | NONE | $33,332 | not reported in the loaded dataset | 2023 |
| Midwest Presort | NONE | $28,919 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $27,365 | not reported in the loaded dataset | 2023 |
| Gretchyn Link | EMPLOYEE | $26,266 | not reported in the loaded dataset | 2023 |
| Sackrider & Company, Inc. | NONE | $24,784 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co | NONE | $23,222 | not reported in the loaded dataset | 2023 |
| Mls Group Of Companies, LLC | NONE | $23,005 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $21,541 | not reported in the loaded dataset | 2023 |
| Lynstone | NONE | $16,999 | not reported in the loaded dataset | 2023 |
| Gath Law Office | NONE | $12,263 | not reported in the loaded dataset | 2023 |
| Goldman Sachs | NONE | $5,855 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Indiana Laborers Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Terre Haute, IN
- Anthem Insurance Companies — Schedule C compensation
- Hines & Associates, Inc — Schedule C compensation
- Ifm Investors Pty Ltd. — Schedule C compensation
- Delta Dental Of Indiana — Schedule C compensation
- Beach Point Capital Management L.P. — Schedule C compensation
- Loomis — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- National Investment Services, LLC — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Somer Taylor — Schedule C compensation
- Shelley Luft — Schedule C compensation
- Sav-Rx Prescription Services — Schedule C compensation
- United Actuarial Services Inc — Schedule C compensation
- Erin Edington — Schedule C compensation
- Robert Heller — Schedule C compensation
- Lisa White — Schedule C compensation
- Michael Brannon — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Kathleen Culp — Schedule C compensation
- Stephanie Patrick — Schedule C compensation
- Michael Edwards — Schedule C compensation
- Adrienne Brown — Schedule C compensation
- Sherry Allen — Schedule C compensation
- Josh Stout — Schedule C compensation
- Jenna Starbuck — Schedule C compensation
- Kaitlin Brown — Schedule C compensation
- Parametric — Schedule C compensation
- Carlyle — Schedule C compensation
- Nora Lewellyn-Kennedy — Schedule C compensation
- Amy Trummer — Schedule C compensation
- Ashley Buker — Schedule C compensation
- Andrea Conley — Schedule C compensation
- Ashley Bunch — Schedule C compensation
- Danielle Brown — Schedule C compensation
- Brianna Mccammon — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Christine Miller — Schedule C compensation
- Sarah Huffington — Schedule C compensation
- Carissa Cunning — Schedule C compensation
- Part D Advisors — Schedule C compensation
- Midwest Presort — Schedule C compensation
- L.M. Henderson & Company, Llp — Schedule C compensation
- Gretchyn Link — Schedule C compensation
- Sackrider & Company, Inc. — Schedule C compensation
- Prudential Insurance Co — Schedule C compensation
- Mls Group Of Companies, LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Lynstone — Schedule C compensation
- Gath Law Office — Schedule C compensation
- Goldman Sachs — Schedule C compensation