Mcdonald'S Licensees/Rmhc Health & Welfare Gia — Form 5500 plan (Mcdonalds Licensees 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, Mcdonald'S Licensees/Rmhc Health & Welfare Gia is a benefit plan reported by Mcdonalds Licensees Health And Welfare Trust under EIN 36-7112271 and plan number 501. The latest loaded filing year is 2023. The filing reports 22,086 participants and $84,806,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcdonalds Licensees Health And Welfare Trust
- EIN
- 36-7112271
- Plan number
- 501
- Plan type
- 4
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 22,086
- End-of-year plan assets
- $84,806,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,086 | H, C | 20241015123330NAL0016396467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,806,963
- Total liabilities (EOY)
- $56,084,216
- Net assets (EOY)
- $28,722,747
- Net assets (BOY)
- $28,209,616
Income & contributions
- Employer contributions
- $254,841,388
- Total contributions
- $254,841,388
- Total income / additions
- $267,050,855
Expenses & distributions
- Benefits paid
- $231,880,951
- Administrative expenses
- $34,656,773
- Total expenses
- $266,537,724
- Net increase / (decrease)
- $513,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Included Health, Inc | NONE | $8,054,100 | not reported in the loaded dataset | 2023 |
| Mercer Health & Benefits Admin LLC | NONE | $3,247,633 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $357,790 | $0 | 2023 |
| Mcdonald'S Corporation | NONE | $137,673 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners LLC | NONE | $92,968 | not reported in the loaded dataset | 2023 |
| Grant Thornton, Llp | NONE | $90,279 | not reported in the loaded dataset | 2023 |
| Pricewaterhouse Coopers, Llp | NONE | $53,000 | not reported in the loaded dataset | 2023 |
| Helmsbriscoe Resourceone | NONE | $32,513 | not reported in the loaded dataset | 2023 |
| Owners Risk Management Association | NONE | $26,002 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | TRUSTEE | $24,013 | $0 | 2023 |
| Miami Beach Edition | NONE | $21,849 | not reported in the loaded dataset | 2023 |
| Snr Denton, Llp | NONE | $15,733 | not reported in the loaded dataset | 2023 |
| Cc Law & Policy Pplc | NONE | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcdonalds Licensees Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Included Health, Inc — Schedule C compensation
- Mercer Health & Benefits Admin LLC — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Mcdonald'S Corporation — Schedule C compensation
- Cap Financial Partners LLC — Schedule C compensation
- Grant Thornton, Llp — Schedule C compensation
- Pricewaterhouse Coopers, Llp — Schedule C compensation
- Helmsbriscoe Resourceone — Schedule C compensation
- Owners Risk Management Association — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Miami Beach Edition — Schedule C compensation
- Snr Denton, Llp — Schedule C compensation
- Cc Law & Policy Pplc — Schedule C compensation