Chicago Truck Drivers Union Health & Welfare Fund — Form 5500 plan (Chicago Truck Drivers Union Health & Welfare Fund)
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, Chicago Truck Drivers Union Health & Welfare Fund is a benefit plan reported by Chicago Truck Drivers Union Health & Welfare Fund under EIN 36-6598154 and plan number 501. The latest loaded filing year is 2023. The filing reports 838 participants and $31,045,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chicago Truck Drivers Union Health & Welfare Fund
- EIN
- 36-6598154
- Plan number
- 501
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 838
- End-of-year plan assets
- $31,045,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 838 | H, C | 20250113134232NAL0018537729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,045,201
- Total liabilities (EOY)
- $730,287
- Net assets (EOY)
- $30,314,914
- Net assets (BOY)
- $26,368,748
Income & contributions
- Employer contributions
- $13,523,132
- Participant contributions
- $209,213
- Total contributions
- $13,732,345
- Total income / additions
- $16,467,116
Expenses & distributions
- Benefits paid
- $11,593,358
- Administrative expenses
- $927,592
- Total expenses
- $12,520,950
- Net increase / (decrease)
- $3,946,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $216,229 | not reported in the loaded dataset | 2023 |
| Professional Benefit Administrators | NONE | $145,353 | not reported in the loaded dataset | 2023 |
| April Bougis | EMPLOYEE | $105,691 | not reported in the loaded dataset | 2023 |
| Yamilka Santiago | EMPLOYEE | $86,489 | not reported in the loaded dataset | 2023 |
| Sharon Saragosa | EMPLOYEE | $66,751 | not reported in the loaded dataset | 2023 |
| Dawn Mckendrick | EMPLOYEE | $58,058 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $39,755 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $38,973 | not reported in the loaded dataset | 2023 |
| Union Insurance Group | NONE | $27,030 | $5,222 | 2023 |
| National Investment Services | NONE | $28,574 | not reported in the loaded dataset | 2023 |
| Willig, Williams, And Davidson | NONE | $19,944 | not reported in the loaded dataset | 2023 |
| Unique Computing Solutions | NONE | $19,003 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $12,276 | $0 | 2023 |
| Strategic Capital | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Thomas Daly | ADMINISTRATOR | $5,953 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chicago Truck Drivers Union Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Professional Benefit Administrators — Schedule C compensation
- April Bougis — Schedule C compensation
- Yamilka Santiago — Schedule C compensation
- Sharon Saragosa — Schedule C compensation
- Dawn Mckendrick — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Union Insurance Group — Schedule C compensation
- National Investment Services — Schedule C compensation
- Willig, Williams, And Davidson — Schedule C compensation
- Unique Computing Solutions — Schedule C compensation
- Northern Trust — Schedule C compensation
- Strategic Capital — Schedule C compensation
- Thomas Daly — Schedule C compensation