What is the most recent Form 5500 filing year for Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan?

The latest Form 5500 filing year loaded for Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan is 2023.

What are the reported plan assets for Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan?

Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan reports $2,802,667,523 in end-of-year plan assets in its latest loaded Form 5500 filing.

Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan — Form 5500 plan (Trustees Of Central States Se & Sw Areas 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, Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan is a benefit plan reported by Trustees Of Central States Se & Sw Areas Health And Welfare Fund under EIN 36-2154936 and plan number 503. The latest loaded filing year is 2023. The filing reports 14,131 participants and $2,802,667,523 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8BPlan net assets, end of year$2,778,227,523

Participants14.1KCovered participants reported14,131

Assets / participant$198.3KComputed: assets ÷ participants$198,335 (computed)

Provider compensationNone reported

Plan sponsor: Trustees Of Central States Se & Sw Areas Health And Welfare Fund
EIN: 36-2154936
Plan number: 503
Plan type: 1
Location: Chicago, IL
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.

2023
14,131 participants · 1Sch H
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)$2.8B total assets

Net assets$2.8BLiabilities$24.4M

Money in vs. money out

Total income / additions$616.8M

Total expenses$272.3M

Benefits paid / distributions$258.1M

Contributions

Employer$333.4M

Participant$49.1M

Full reported line items

Net assets

Total assets (EOY): $2,802,667,523
Total liabilities (EOY): $24,440,000
Net assets (EOY): $2,778,227,523
Net assets (BOY): $2,343,740,303

Income & contributions

Employer contributions: $333,437,135
Participant contributions: $49,093,172
Total contributions: $382,530,307
Total income / additions: $616,761,707

Expenses & distributions

Benefits paid: $258,077,000
Administrative expenses: $14,197,487
Total expenses: $272,274,487
Net increase / (decrease): $344,487,220

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.

Contribution share (employer vs. participant)

87%13%

Employer 87%Participant 13%

Total expenses ÷ net assets10%Computed ratio

Benefits paid ÷ total income42%Computed ratio

Schedule C

Service provider compensation

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

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan?: Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan is reported as sponsored by Trustees Of Central States Se & Sw Areas Health And Welfare Fund (EIN 36-2154936, plan number 503) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan?: The latest Form 5500 filing year loaded for Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan is 2023.
How many participants does Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan report?: Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan reports 14,131 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan?: Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan reports $2,802,667,523 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.