Architectural Ironworkers Local 63 Welfare Fund — Form 5500 plan (Board Of Trustees-Architectural Ironworkers Local 63 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, Architectural Ironworkers Local 63 Welfare Fund is a benefit plan reported by Board Of Trustees-Architectural Ironworkers Local 63 Welfare Fund under EIN 36-3251688 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,432 participants and $98,630,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Architectural Ironworkers Local 63 Welfare Fund
- EIN
- 36-3251688
- Plan number
- 501
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 1,432
- End-of-year plan assets
- $98,630,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,432 | H, C | 20250310112204NAL0009706259002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,630,018
- Total liabilities (EOY)
- $26,538,529
- Net assets (EOY)
- $72,091,489
- Net assets (BOY)
- $71,007,752
Income & contributions
- Employer contributions
- $23,336,187
- Participant contributions
- $1,566,656
- Total contributions
- $24,902,843
- Total income / additions
- $30,366,735
Expenses & distributions
- Benefits paid
- $28,450,008
- Administrative expenses
- $832,990
- Total expenses
- $29,282,998
- Net increase / (decrease)
- $1,083,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marathon Health, LLC | NONE | $894,578 | not reported in the loaded dataset | 2023 |
| Blue Cross/Blue Shield | NONE | $779,524 | $0 | 2023 |
| Union Eyes | NONE | $402,051 | not reported in the loaded dataset | 2023 |
| Benefits Management Group | NONE | $384,397 | not reported in the loaded dataset | 2023 |
| Bluegrass Health Solutions | NONE | $171,040 | not reported in the loaded dataset | 2023 |
| Sav-Rx | NONE | $135,723 | not reported in the loaded dataset | 2023 |
| First Light Asset Management | NONE | $84,880 | not reported in the loaded dataset | 2023 |
| Gregorio, Stec, Klein & Hose | NONE | $75,493 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $55,541 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $49,770 | not reported in the loaded dataset | 2023 |
| Tfbc, LLC | NONE | $49,600 | not reported in the loaded dataset | 2023 |
| Midwest Institutional Trust Co | NONE | $41,194 | $0 | 2023 |
| Envision Healthcare Inc | NONE | $38,092 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $24,100 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems | NONE | $21,212 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $13,424 | $0 | 2023 |
| Morgan Birge & Associates | NONE | $6,995 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $5,523 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Architectural Ironworkers Local 63 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Marathon Health, LLC — Schedule C compensation
- Blue Cross/Blue Shield — Schedule C compensation
- Union Eyes — Schedule C compensation
- Benefits Management Group — Schedule C compensation
- Bluegrass Health Solutions — Schedule C compensation
- Sav-Rx — Schedule C compensation
- First Light Asset Management — Schedule C compensation
- Gregorio, Stec, Klein & Hose — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Tfbc, LLC — Schedule C compensation
- Midwest Institutional Trust Co — Schedule C compensation
- Envision Healthcare Inc — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Employee Resource Systems — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Morgan Birge & Associates — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation