Motion Picture Studio Mechanics Local 476 Health And Welfare Plan — Form 5500 plan (Studio Mechanics Local 476 Health And 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, Motion Picture Studio Mechanics Local 476 Health And Welfare Plan is a benefit plan reported by Studio Mechanics Local 476 Health And Welfare Fund under EIN 36-6602783 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,094 participants and $7,874,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Studio Mechanics Local 476 Health And Welfare Fund
- EIN
- 36-6602783
- Plan number
- 501
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,094
- End-of-year plan assets
- $7,874,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,094 | H, C | 20241014142820NAL0027558177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,874,388
- Total liabilities (EOY)
- $3,870,277
- Net assets (EOY)
- $4,004,111
- Net assets (BOY)
- $6,257,116
Income & contributions
- Employer contributions
- $7,827,849
- Participant contributions
- $2,562,727
- Total contributions
- $13,872,664
- Total income / additions
- $14,281,669
Expenses & distributions
- Benefits paid
- $15,557,471
- Administrative expenses
- $977,203
- Total expenses
- $16,534,674
- Net increase / (decrease)
- -$2,253,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Group Administrators, Ltd | CONTRACT ADMIN ISTRATOR | $241,976 | $0 | 2023 |
| Studio Mechanics Local 476 | EMPLOYER ORGAN IZATION/U | $119,490 | not reported in the loaded dataset | 2023 |
| The Horton Group | INSURANCE BROKER | $60,000 | $0 | 2023 |
| Jacob Burns, Orlove & Hernandez | LAWYER | $54,610 | not reported in the loaded dataset | 2023 |
| Wampler & Associates, LLC | ACCOUNTANT | $54,557 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | PRESCRIPTION PLAN AUDIT | $28,500 | not reported in the loaded dataset | 2023 |
| Fgmk, LLC | AUDITOR | $17,679 | not reported in the loaded dataset | 2023 |
| Ted Windsor & Associates | ACTUARY | $15,500 | not reported in the loaded dataset | 2023 |
| Bmi Audit Services | PRESCRIPTION DRUG AUDIT | $12,382 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | INVESTMENT ADVISOR | $8,000 | not reported in the loaded dataset | 2023 |
| Interactive Health Benefits | FILING PREPARER | $7,507 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc | INSURANCE | $6,073 | not reported in the loaded dataset | 2023 |
| Comerica Bank | INVESTMENT CUSTODIAN | $4,210 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Studio Mechanics Local 476 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Group Administrators, Ltd — Schedule C compensation
- Studio Mechanics Local 476 — Schedule C compensation
- The Horton Group — Schedule C compensation
- Jacob Burns, Orlove & Hernandez — Schedule C compensation
- Wampler & Associates, LLC — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Fgmk, LLC — Schedule C compensation
- Ted Windsor & Associates — Schedule C compensation
- Bmi Audit Services — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Interactive Health Benefits — Schedule C compensation
- Alliant Insurance Services, Inc — Schedule C compensation
- Comerica Bank — Schedule C compensation