U.A. Local Union No. 125 Health And Welfare Fund — Form 5500 plan (Board Of Trustees U.A. Local Union No. 125 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, U.A. Local Union No. 125 Health And Welfare Fund is a benefit plan reported by Board Of Trustees U.A. Local Union No. 125 Health And Welfare Fund under EIN 42-6247352 and plan number 501. The latest loaded filing year is 2023. The filing reports 931 participants and $46,423,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees U.A. Local Union No. 125 Health And Welfare Fund
- EIN
- 42-6247352
- Plan number
- 501
- Plan type
- 1
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 931
- End-of-year plan assets
- $46,423,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 931 | H, C | 20241216095953NAL0000821939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,423,236
- Total liabilities (EOY)
- $1,890,298
- Net assets (EOY)
- $44,532,938
- Net assets (BOY)
- $36,824,157
Income & contributions
- Employer contributions
- $19,879,395
- Participant contributions
- $563,609
- Total contributions
- $20,443,004
- Total income / additions
- $24,186,369
Expenses & distributions
- Benefits paid
- $15,105,287
- Administrative expenses
- $1,372,301
- Total expenses
- $16,477,588
- Net increase / (decrease)
- $7,708,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $363,172 | not reported in the loaded dataset | 2023 |
| Eastern Iowa Fringe Benefits Funds | CONTRACT ADMINISTRATOR | $348,240 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren, S.C. | NONE | $123,349 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $73,485 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc. | NONE | $63,150 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc | NONE | $50,855 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc. | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $8,587 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees U.A. Local Union No. 125 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Aetna Life Insurance Company — Schedule C compensation
- Eastern Iowa Fringe Benefits Funds — Schedule C compensation
- Reinhart Boerner Van Deuren, S.C. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- United Actuarial Services Inc. — Schedule C compensation
- Express Scripts, Inc — Schedule C compensation
- Meketa Investment Group, Inc. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation