Buddig Employees Welfare Benefit Plan — Form 5500 plan (Carl Buddig And Company)
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, Buddig Employees Welfare Benefit Plan is a benefit plan reported by Carl Buddig And Company under EIN 36-2169888 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,238 participants and $1,849,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carl Buddig And Company
- EIN
- 36-2169888
- Plan number
- 501
- Plan type
- 2
- Location
- Homewood, IL
- Latest filing year
- 2023
- Participants
- 1,238
- End-of-year plan assets
- $1,849,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,238 | H, C | 20250813095007NAL0008011091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,849,785
- Total liabilities (EOY)
- $1,746,641
- Net assets (EOY)
- $103,144
- Net assets (BOY)
- $454,105
Income & contributions
- Employer contributions
- $11,290,000
- Participant contributions
- $1,726,935
- Total contributions
- $13,016,624
- Total income / additions
- $13,016,624
Expenses & distributions
- Benefits paid
- $12,619,393
- Administrative expenses
- $748,192
- Total expenses
- $13,367,585
- Net increase / (decrease)
- -$350,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross/Blue Shield | CONTRACT ADMINISTRATOR | $1,719,947 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | PLAN AUDITOR | $19,426 | not reported in the loaded dataset | 2023 |
| Sun Life Assurance Co Of Cananda | CONTRACT ADMINISTRATOR | $16,787 | not reported in the loaded dataset | 2023 |
| Hub International Midwest Limited | BROKER | $1,679 | not reported in the loaded dataset | 2023 |
| Hub International Midwest Limited | BROKER | $0 | $947 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carl Buddig And Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Homewood, IL
- Blue Cross/Blue Shield — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Sun Life Assurance Co Of Cananda — Schedule C compensation
- Hub International Midwest Limited — Schedule C compensation