Iuoe Local 399 Health And Welfare Trust — Form 5500 plan (Trustees Of Iuoe Local 399 Health And 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, Iuoe Local 399 Health And Welfare Trust is a benefit plan reported by Trustees Of Iuoe Local 399 Health And Welfare Trust under EIN 36-6198426 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,114 participants and $106,873,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Iuoe Local 399 Health And Welfare Trust
- EIN
- 36-6198426
- Plan number
- 501
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 5,114
- End-of-year plan assets
- $106,873,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,114 | H, C | 20250308172423NAL0008302115004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,873,869
- Total liabilities (EOY)
- $11,990,785
- Net assets (EOY)
- $94,883,084
- Net assets (BOY)
- $82,468,361
Income & contributions
- Employer contributions
- $79,935,872
- Participant contributions
- $693,877
- Total contributions
- $80,629,749
- Total income / additions
- $90,500,281
Expenses & distributions
- Benefits paid
- $76,997,698
- Administrative expenses
- $1,087,860
- Total expenses
- $78,085,558
- Net increase / (decrease)
- $12,414,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Sheild Of Illinois | NONE | $2,471,318 | $4,089 | 2023 |
| Elite Admin & Insurance Group, Inc. | NONE | $804,027 | not reported in the loaded dataset | 2023 |
| Preferred Network Access, Inc. | NONE | $197,984 | not reported in the loaded dataset | 2023 |
| Carrie Gath | EMPLOYEE | $196,777 | not reported in the loaded dataset | 2023 |
| Valenz | NONE | $137,681 | not reported in the loaded dataset | 2023 |
| Veronica Mister | EMPLOYEE | $119,198 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Il | NONE | $106,692 | not reported in the loaded dataset | 2023 |
| Optum Rx, Inc. | NONE | $64,141 | $40,630 | 2023 |
| Claudia Erazo | EMPLOYEE | $93,205 | not reported in the loaded dataset | 2023 |
| Laura Whiteford | EMPLOYEE | $81,174 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment Mgt | NONE | $68,774 | not reported in the loaded dataset | 2023 |
| Recovery Services, Inc. | NONE | $61,257 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $59,977 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $53,894 | not reported in the loaded dataset | 2023 |
| Aon Investments, Usa | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $39,372 | not reported in the loaded dataset | 2023 |
| Absolute Solutions, LLC | NONE | $38,490 | not reported in the loaded dataset | 2023 |
| Foster & Foster, Inc. | NONE | $37,473 | not reported in the loaded dataset | 2023 |
| Twentyfour7 Media & Promotions, Inc | NONE | $27,250 | not reported in the loaded dataset | 2023 |
| Layer 7 Systems, LLC | NONE | $13,991 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $11,315 | $0 | 2023 |
| Us Bank N.A. | NONE | $10,606 | $0 | 2023 |
| Green Light | NONE | $5,224 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Iuoe Local 399 Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Blue Cross Blue Sheild Of Illinois — Schedule C compensation
- Elite Admin & Insurance Group, Inc. — Schedule C compensation
- Preferred Network Access, Inc. — Schedule C compensation
- Carrie Gath — Schedule C compensation
- Valenz — Schedule C compensation
- Veronica Mister — Schedule C compensation
- Delta Dental Of Il — Schedule C compensation
- Optum Rx, Inc. — Schedule C compensation
- Claudia Erazo — Schedule C compensation
- Laura Whiteford — Schedule C compensation
- Mesirow Financial Investment Mgt — Schedule C compensation
- Recovery Services, Inc. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Aon Investments, Usa — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Absolute Solutions, LLC — Schedule C compensation
- Foster & Foster, Inc. — Schedule C compensation
- Twentyfour7 Media & Promotions, Inc — Schedule C compensation
- Layer 7 Systems, LLC — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Us Bank N.A. — Schedule C compensation
- Green Light — Schedule C compensation