Miscellaneous Warehousemen'S Local 781 Health And Welfare Fund — Form 5500 plan (Board Of Trustees Miscellaneous Warehousemen'S 781 Health & Welfare Fu)
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, Miscellaneous Warehousemen'S Local 781 Health And Welfare Fund is a benefit plan reported by Board Of Trustees Miscellaneous Warehousemen'S 781 Health & Welfare Fu under EIN 36-6117757 and plan number 501. The latest loaded filing year is 2023. The filing reports 610 participants and $24,087,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Miscellaneous Warehousemen'S 781 Health & Welfare Fu
- EIN
- 36-6117757
- Plan number
- 501
- Plan type
- 1
- Location
- Elmhurst, IL
- Latest filing year
- 2023
- Participants
- 610
- End-of-year plan assets
- $24,087,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 610 | H, C | 20250409154813NAL0030858048004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,087,617
- Total liabilities (EOY)
- $1,221,436
- Net assets (EOY)
- $22,866,181
- Net assets (BOY)
- $23,115,357
Income & contributions
- Employer contributions
- $7,600,948
- Participant contributions
- $40,882
- Total contributions
- $7,641,830
- Total income / additions
- $8,708,644
Expenses & distributions
- Benefits paid
- $8,712,326
- Administrative expenses
- $245,494
- Total expenses
- $8,957,820
- Net increase / (decrease)
- -$249,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Il | NONE | $163,634 | $0 | 2023 |
| Group Administrators | NONE | $152,266 | $0 | 2023 |
| Segal Consulting | NONE | $50,417 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Newman, Ltd | NONE | $43,995 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $41,894 | not reported in the loaded dataset | 2023 |
| Misc. Warehousemen'S Local 781 | RELATED LOCAL UNION | $32,165 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $17,113 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Bank Of America/Us Trust | NONE | $14,939 | $0 | 2023 |
| Medical Cost Management Corp. | NONE | $12,657 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $10,154 | not reported in the loaded dataset | 2023 |
| Interactive Health Benefits LLC | NONE | $5,246 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Miscellaneous Warehousemen'S 781 Health & Welfare Fu
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elmhurst, IL
- Blue Cross Blue Shield Of Il — Schedule C compensation
- Group Administrators — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Baum Sigman Auerbach & Newman, Ltd — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Misc. Warehousemen'S Local 781 — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Bank Of America/Us Trust — Schedule C compensation
- Medical Cost Management Corp. — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Interactive Health Benefits LLC — Schedule C compensation
- Optum Rx — Schedule C compensation