Construction Industry Welfare Fund Of Rockford Il — Form 5500 plan (Trustees Of The Construction Industry Welfare Fund Of Rockford Illinoi)
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, Construction Industry Welfare Fund Of Rockford Il is a benefit plan reported by Trustees Of The Construction Industry Welfare Fund Of Rockford Illinoi under EIN 36-2265130 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,439 participants and $29,179,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Construction Industry Welfare Fund Of Rockford Illinoi
- EIN
- 36-2265130
- Plan number
- 501
- Plan type
- 1
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 1,439
- End-of-year plan assets
- $29,179,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,439 | H, C | 20250722090358NAL0002489905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,179,868
- Total liabilities (EOY)
- $2,467,116
- Net assets (EOY)
- $26,712,752
- Net assets (BOY)
- $20,578,241
Income & contributions
- Employer contributions
- $21,030,721
- Participant contributions
- $1,034,205
- Total contributions
- $22,064,926
- Total income / additions
- $24,736,668
Expenses & distributions
- Benefits paid
- $17,529,057
- Administrative expenses
- $1,073,100
- Total expenses
- $18,602,157
- Net increase / (decrease)
- $6,134,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Group Administrators, Ltd. | NONE | $446,890 | $0 | 2023 |
| Blue Cross Blue Shield Of Il | NONE | $434,611 | $0 | 2023 |
| Express Scripts, Inc. | NONE | $127,817 | not reported in the loaded dataset | 2023 |
| Shelli Mcpeek | ADMINISTRATOR | $112,310 | not reported in the loaded dataset | 2023 |
| Hines & Associates, Inc. | NONE | $103,814 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest) Inc. | NONE | $100,551 | not reported in the loaded dataset | 2023 |
| Robin Darby | EMPLOYEE | $81,732 | not reported in the loaded dataset | 2023 |
| Holmstrom Kennedy Pc | NONE | $52,979 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $52,250 | not reported in the loaded dataset | 2023 |
| Williams Mccarthy, Llp | NONE | $49,780 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $43,760 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Illinois | NONE | $28,779 | not reported in the loaded dataset | 2023 |
| Illinois Bank And Trust | NONE | $23,905 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $22,819 | not reported in the loaded dataset | 2023 |
| Spectera, Inc. | NONE | $12,039 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Construction Industry Welfare Fund Of Rockford Illinoi
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Group Administrators, Ltd. — Schedule C compensation
- Blue Cross Blue Shield Of Il — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Shelli Mcpeek — Schedule C compensation
- Hines & Associates, Inc. — Schedule C compensation
- The Segal Company (Midwest) Inc. — Schedule C compensation
- Robin Darby — Schedule C compensation
- Holmstrom Kennedy Pc — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Williams Mccarthy, Llp — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Delta Dental Of Illinois — Schedule C compensation
- Illinois Bank And Trust — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Spectera, Inc. — Schedule C compensation