District No. 9, International Association Of Machinsts And Aerospace Workers Welfare Trust — Form 5500 plan (Trustees Of Dist. No. 9 Int'L Assoc Of Machinists 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, District No. 9, International Association Of Machinsts And Aerospace Workers Welfare Trust is a benefit plan reported by Trustees Of Dist. No. 9 Int'L Assoc Of Machinists Welfare Trust under EIN 43-0648504 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,779 participants and $189,373,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Dist. No. 9 Int'L Assoc Of Machinists Welfare Trust
- EIN
- 43-0648504
- Plan number
- 501
- Plan type
- 1
- Location
- Bridgeton, MO
- Latest filing year
- 2023
- Participants
- 3,779
- End-of-year plan assets
- $189,373,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,779 | H, C | 20250509160414NAL0008855939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $189,373,214
- Total liabilities (EOY)
- $9,006,193
- Net assets (EOY)
- $180,367,021
- Net assets (BOY)
- $164,515,431
Income & contributions
- Employer contributions
- $64,632,965
- Participant contributions
- $303,909
- Total contributions
- $64,936,874
- Total income / additions
- $76,750,453
Expenses & distributions
- Benefits paid
- $57,434,911
- Administrative expenses
- $3,463,952
- Total expenses
- $60,898,863
- Net increase / (decrease)
- $15,851,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain | PROVIDER NETWORK ADMIN | $1,356,426 | not reported in the loaded dataset | 2023 |
| Express Scripts | PHARMACY BENEFIT ADMIN | $404,772 | not reported in the loaded dataset | 2023 |
| Carelon | PHARMACY BENEFIT ADMIN | $189,091 | not reported in the loaded dataset | 2023 |
| Debbie Watson | EMPLOYEE | $111,748 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Missouri | DENTAL CARRIER | $106,672 | not reported in the loaded dataset | 2023 |
| David Dejarnett | EMPLOYEE | $94,705 | not reported in the loaded dataset | 2023 |
| Burr Oak Consulting LLC | CONSULTING | $79,126 | not reported in the loaded dataset | 2023 |
| Macquire | INVESTMENT MANAGER | $75,539 | $0 | 2023 |
| Kelly Brown | EMPLOYEE | $61,263 | not reported in the loaded dataset | 2023 |
| Scheffel Boyle | AUDITOR | $56,150 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | INVESTMENT MANAGER | $55,843 | not reported in the loaded dataset | 2023 |
| Angela Chapman | EMPLOYEE | $54,820 | not reported in the loaded dataset | 2023 |
| Cynthia Pannier | EMPLOYEE | $49,581 | not reported in the loaded dataset | 2023 |
| Maria Arras | EMPLOYEE | $49,497 | not reported in the loaded dataset | 2023 |
| Tammie Bell | EMPLOYEE | $48,403 | not reported in the loaded dataset | 2023 |
| Kathleen Suedkamp | EMPLOYEE | $48,344 | not reported in the loaded dataset | 2023 |
| Kathy Lee | EMPLOYEE | $48,337 | not reported in the loaded dataset | 2023 |
| Megan Mccann | EMPLOYEE | $48,337 | not reported in the loaded dataset | 2023 |
| Tracie Misuraco | EMPLOYEE | $48,281 | not reported in the loaded dataset | 2023 |
| Ashtyn Fulhorst | EMPLOYEE | $48,255 | not reported in the loaded dataset | 2023 |
| Jessica Armistead | EMPLOYEE | $48,248 | not reported in the loaded dataset | 2023 |
| Annette Husemann | EMPLOYEE | $48,091 | not reported in the loaded dataset | 2023 |
| Richard Knorr | EMPLOYEE | $47,662 | not reported in the loaded dataset | 2023 |
| Amy Farmer | EMPLOYEE | $47,191 | not reported in the loaded dataset | 2023 |
| Kelly Wells | EMPLOYEE | $47,184 | not reported in the loaded dataset | 2023 |
| Remoria Miller | EMPLOYEE | $47,159 | not reported in the loaded dataset | 2023 |
| Julie Yarck | EMPLOYEE | $46,491 | not reported in the loaded dataset | 2023 |
| Aetna | PLAN ADMINISTRATOR | $45,300 | not reported in the loaded dataset | 2023 |
| Slc Management | INVESTMENT MANAGER | $43,583 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners P.C. | FUND ATTORNEY | $43,158 | not reported in the loaded dataset | 2023 |
| Health Gauge | WELLNESS/SCREENINGS | $35,444 | not reported in the loaded dataset | 2023 |
| Enterprise Bank | BANK FEES | $28,773 | not reported in the loaded dataset | 2023 |
| Julie Preis | EMPLOYEE | $22,255 | not reported in the loaded dataset | 2023 |
| Mercy Occupational Health | NONE | $20,045 | not reported in the loaded dataset | 2023 |
| Invesco Advisors Inc | INVESTMENT MANAGER | $19,605 | $0 | 2023 |
| Danielle Devan | EMPLOYEE | $17,770 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services LLC | INVESTMENT CONSULTANT | $17,500 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | INVESTMENT CONSULTANT | $13,500 | $0 | 2023 |
| Cuni, Rust & Strenk | ACTUARY | $13,000 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisers | INVESTMENT MANAGER | $12,108 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Dist. No. 9 Int'L Assoc Of Machinists Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Bridgeton, MO
- Meritain — Schedule C compensation
- Express Scripts — Schedule C compensation
- Carelon — Schedule C compensation
- Debbie Watson — Schedule C compensation
- Delta Dental Of Missouri — Schedule C compensation
- David Dejarnett — Schedule C compensation
- Burr Oak Consulting LLC — Schedule C compensation
- Macquire — Schedule C compensation
- Kelly Brown — Schedule C compensation
- Scheffel Boyle — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Angela Chapman — Schedule C compensation
- Cynthia Pannier — Schedule C compensation
- Maria Arras — Schedule C compensation
- Tammie Bell — Schedule C compensation
- Kathleen Suedkamp — Schedule C compensation
- Kathy Lee — Schedule C compensation
- Megan Mccann — Schedule C compensation
- Tracie Misuraco — Schedule C compensation
- Ashtyn Fulhorst — Schedule C compensation
- Jessica Armistead — Schedule C compensation
- Annette Husemann — Schedule C compensation
- Richard Knorr — Schedule C compensation
- Amy Farmer — Schedule C compensation
- Kelly Wells — Schedule C compensation
- Remoria Miller — Schedule C compensation
- Julie Yarck — Schedule C compensation
- Aetna — Schedule C compensation
- Slc Management — Schedule C compensation
- Hammond & Shinners P.C. — Schedule C compensation
- Health Gauge — Schedule C compensation
- Enterprise Bank — Schedule C compensation
- Julie Preis — Schedule C compensation
- Mercy Occupational Health — Schedule C compensation
- Invesco Advisors Inc — Schedule C compensation
- Danielle Devan — Schedule C compensation
- Investment Consulting Services LLC — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- Rhumbline Advisers — Schedule C compensation