Northern Illinois & Iowa Laborers Health & Welfare Trust — Form 5500 plan (Northern Illinois And Iowa Laborers' Health & Welfare Trust)
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, Northern Illinois & Iowa Laborers Health & Welfare Trust is a benefit plan reported by Northern Illinois And Iowa Laborers' Health & Welfare Trust under EIN 36-6157689 and plan number 501. The latest loaded filing year is 2023. The filing reports 623 participants and $39,713,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Illinois And Iowa Laborers' Health & Welfare Trust
- EIN
- 36-6157689
- Plan number
- 501
- Plan type
- 1
- Location
- Rock Island, IL
- Latest filing year
- 2023
- Participants
- 623
- End-of-year plan assets
- $39,713,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 623 | H, C | 20240607101434NAL0023386817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,713,009
- Total liabilities (EOY)
- $1,073,854
- Net assets (EOY)
- $38,639,155
- Net assets (BOY)
- $36,352,271
Income & contributions
- Employer contributions
- $5,443,876
- Participant contributions
- $881,603
- Total contributions
- $7,924,804
- Total income / additions
- $11,096,458
Expenses & distributions
- Benefits paid
- $7,674,566
- Administrative expenses
- $1,135,008
- Total expenses
- $8,809,574
- Net increase / (decrease)
- $2,286,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segall, Bryant & Hamill | NONE | $175,935 | not reported in the loaded dataset | 2023 |
| Julie Lage | EMPLOYEE OF EMPLOYER | $102,500 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $73,592 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Vandueren | NONE | $62,464 | not reported in the loaded dataset | 2023 |
| Jody Lentz | EMPLOYEE OF EMPLOYER | $49,072 | not reported in the loaded dataset | 2023 |
| Ima, Inc. | NONE | $30,360 | not reported in the loaded dataset | 2023 |
| Reilly, Penner & Benton Llp | NONE | $28,300 | not reported in the loaded dataset | 2023 |
| Nyhart | NONE | $8,340 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Illinois And Iowa Laborers' Health & Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rock Island, IL
- Segall, Bryant & Hamill — Schedule C compensation
- Julie Lage — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Reinhart Boerner Vandueren — Schedule C compensation
- Jody Lentz — Schedule C compensation
- Ima, Inc. — Schedule C compensation
- Reilly, Penner & Benton Llp — Schedule C compensation
- Nyhart — Schedule C compensation