Liquor And Allied Workers Union Local No. 3 Health And Welfare Fund - Sales Division — Form 5500 plan (Trustees Of Liquor & Allied Worker Union Local 3 Health And Welfare Sa)
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, Liquor And Allied Workers Union Local No. 3 Health And Welfare Fund - Sales Division is a benefit plan reported by Trustees Of Liquor & Allied Worker Union Local 3 Health And Welfare Sa under EIN 36-3265979 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,245 participants and $39,556,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Liquor & Allied Worker Union Local 3 Health And Welfare Sa
- EIN
- 36-3265979
- Plan number
- 501
- Plan type
- 1
- Location
- River Forest, IL
- Latest filing year
- 2023
- Participants
- 2,245
- End-of-year plan assets
- $39,556,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,245 | H, C | 20250804112425NAL0003347922001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,556,499
- Total liabilities (EOY)
- $5,709,325
- Net assets (EOY)
- $33,847,174
- Net assets (BOY)
- $31,156,648
Income & contributions
- Employer contributions
- $42,560,774
- Participant contributions
- $106,339
- Total contributions
- $42,667,113
- Total income / additions
- $44,730,500
Expenses & distributions
- Benefits paid
- $41,534,376
- Administrative expenses
- $505,598
- Total expenses
- $42,039,974
- Net increase / (decrease)
- $2,690,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross And Blue Shield | NONE | $945,294 | $0 | 2023 |
| Elite Administration | NONE | $515,763 | $0 | 2023 |
| Sav-Rx | NONE | $143,217 | not reported in the loaded dataset | 2023 |
| Local 3 Sales Pension | RELATED FUND | $98,519 | not reported in the loaded dataset | 2023 |
| Local 3 Union | RELATED UNION | $97,237 | not reported in the loaded dataset | 2023 |
| Hope Employee Assistance | NONE | $78,681 | not reported in the loaded dataset | 2023 |
| Mario Fiorito | EMPLOYEE | $75,462 | not reported in the loaded dataset | 2023 |
| Medcare Management | NONE | $62,073 | not reported in the loaded dataset | 2023 |
| Florence Martinez | EMPLOYEE | $48,356 | not reported in the loaded dataset | 2023 |
| James Henry Duff | EMPLOYEE | $47,758 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Dental Network Of America | NONE | $21,678 | not reported in the loaded dataset | 2023 |
| Keebeck Wealth Management | NONE | $18,086 | not reported in the loaded dataset | 2023 |
| Professional Accounting Services | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Belmont Bank | NONE | $8,764 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Liquor & Allied Worker Union Local 3 Health And Welfare Sa
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in River Forest, IL
- Blue Cross And Blue Shield — Schedule C compensation
- Elite Administration — Schedule C compensation
- Sav-Rx — Schedule C compensation
- Local 3 Sales Pension — Schedule C compensation
- Local 3 Union — Schedule C compensation
- Hope Employee Assistance — Schedule C compensation
- Mario Fiorito — Schedule C compensation
- Medcare Management — Schedule C compensation
- Florence Martinez — Schedule C compensation
- James Henry Duff — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Dental Network Of America — Schedule C compensation
- Keebeck Wealth Management — Schedule C compensation
- Professional Accounting Services — Schedule C compensation
- Belmont Bank — Schedule C compensation