National Allied Workers Union Insurance Trust — Form 5500 plan (Board Of Trustees, National Allied Worke)
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, National Allied Workers Union Insurance Trust is a benefit plan reported by Board Of Trustees, National Allied Worke under EIN 36-2241970 and plan number 501. The latest loaded filing year is 2023. The filing reports 693 participants and $6,495,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, National Allied Worke
- EIN
- 36-2241970
- Plan number
- 501
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 693
- End-of-year plan assets
- $6,495,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 693 | H, C | 20250115144536NAL0012790659003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,495,497
- Total liabilities (EOY)
- $1,149,593
- Net assets (EOY)
- $5,345,904
- Net assets (BOY)
- $4,961,248
Income & contributions
- Employer contributions
- $8,703,127
- Total contributions
- $8,703,127
- Total income / additions
- $8,993,632
Expenses & distributions
- Benefits paid
- $8,213,612
- Administrative expenses
- $395,364
- Total expenses
- $8,608,976
- Net increase / (decrease)
- $384,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aither Health, LLC | NONE | $6,384,101 | not reported in the loaded dataset | 2023 |
| Vitori Health | NONE | $328,642 | not reported in the loaded dataset | 2023 |
| Aegis Administrative Services, Inc. | NONE | $271,533 | not reported in the loaded dataset | 2023 |
| Cbiz | BROKER | $215,713 | not reported in the loaded dataset | 2023 |
| Cbiz | GENERAL AGENT | $92,307 | not reported in the loaded dataset | 2023 |
| Reilly, Penner & Benton Llp | NONE | $38,100 | not reported in the loaded dataset | 2023 |
| Rbc Capital | NONE | $15,031 | not reported in the loaded dataset | 2023 |
| William Einhorn | NONE | $12,175 | not reported in the loaded dataset | 2023 |
| Jacobs Burns Orlove & Hernandez | NONE | $11,566 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, National Allied Worke
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Aither Health, LLC — Schedule C compensation
- Vitori Health — Schedule C compensation
- Aegis Administrative Services, Inc. — Schedule C compensation
- Cbiz — Schedule C compensation
- Reilly, Penner & Benton Llp — Schedule C compensation
- Rbc Capital — Schedule C compensation
- William Einhorn — Schedule C compensation
- Jacobs Burns Orlove & Hernandez — Schedule C compensation