Health And Welfare Trust Local No. 743 — Form 5500 plan (Board Of Trustees Health And Welfare Trust Local No. 743)
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, Health And Welfare Trust Local No. 743 is a benefit plan reported by Board Of Trustees Health And Welfare Trust Local No. 743 under EIN 36-6076696 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,004 participants and $6,190,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Health And Welfare Trust Local No. 743
- EIN
- 36-6076696
- Plan number
- 501
- Plan type
- 1
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 1,004
- End-of-year plan assets
- $6,190,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,004 | H, C | 20241122171113NAL0000878483002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,190,104
- Total liabilities (EOY)
- $30,462
- Net assets (EOY)
- $6,159,642
- Net assets (BOY)
- $5,900,182
Income & contributions
- Employer contributions
- $7,299,807
- Participant contributions
- $28,802
- Total contributions
- $7,328,609
- Total income / additions
- $8,065,912
Expenses & distributions
- Benefits paid
- $7,521,023
- Administrative expenses
- $285,429
- Total expenses
- $7,806,452
- Net increase / (decrease)
- $259,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Consulting | NONE | $55,483 | not reported in the loaded dataset | 2023 |
| Group Administrators | NONE | $51,796 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $39,196 | not reported in the loaded dataset | 2023 |
| Laner Muchin, Ltd | NONE | $31,665 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $27,081 | $0 | 2023 |
| Teamsters Local No. 743 Union | SPONSORING UNION | $14,364 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $10,735 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Health And Welfare Trust Local No. 743
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- Segal Consulting — Schedule C compensation
- Group Administrators — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Laner Muchin, Ltd — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Teamsters Local No. 743 Union — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation