Indiana Union Construction Industry Substance Abuse Trust Fund — Form 5500 plan (Indiana Union Construction Industry Substance Abuse Trust 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, Indiana Union Construction Industry Substance Abuse Trust Fund is a benefit plan reported by Indiana Union Construction Industry Substance Abuse Trust Fund under EIN 38-3656895 and plan number 501. The latest loaded filing year is 2023. The filing reports 14,499 participants and $2,129,984 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indiana Union Construction Industry Substance Abuse Trust Fund
- EIN
- 38-3656895
- Plan number
- 501
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 14,499
- End-of-year plan assets
- $2,129,984
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,499 | H, C | 20250204093013NAL0008298945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,129,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,129,984
- Net assets (BOY)
- $1,803,980
Income & contributions
- Employer contributions
- $1,618,989
- Total contributions
- $1,618,989
- Total income / additions
- $1,634,947
Expenses & distributions
- Benefits paid
- $1,258,022
- Administrative expenses
- $50,921
- Total expenses
- $1,308,943
- Net increase / (decrease)
- $326,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iu Health Physicians | COUNSELING | $145,483 | not reported in the loaded dataset | 2023 |
| M2 Performance Strategies | BOOKKEEPING | $107,563 | not reported in the loaded dataset | 2023 |
| Katz, Sapper & Miller | AUDITOR | $22,825 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Indiana Union Construction Industry Substance Abuse Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Iu Health Physicians — Schedule C compensation
- M2 Performance Strategies — Schedule C compensation
- Katz, Sapper & Miller — Schedule C compensation