Service Employees Intl Union Local 2000 Health & Welfare Fund — Form 5500 plan (Service Employees Intl Union Local 2000 Health & Welfare)
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, Service Employees Intl Union Local 2000 Health & Welfare Fund is a benefit plan reported by Service Employees Intl Union Local 2000 Health & Welfare under EIN 43-1598128 and plan number 501. The latest loaded filing year is 2023. The filing reports 440 participants and $14,731,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service Employees Intl Union Local 2000 Health & Welfare
- EIN
- 43-1598128
- Plan number
- 501
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $14,731,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20241014090740NAL0013037859004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,731,325
- Total liabilities (EOY)
- $536,577
- Net assets (EOY)
- $14,194,748
- Net assets (BOY)
- $14,048,106
Income & contributions
- Employer contributions
- $3,125,737
- Participant contributions
- $5,500
- Total contributions
- $3,131,237
- Total income / additions
- $4,538,812
Expenses & distributions
- Benefits paid
- $3,461,741
- Administrative expenses
- $930,429
- Total expenses
- $4,392,170
- Net increase / (decrease)
- $146,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sav-Rx | NONE | $375,789 | not reported in the loaded dataset | 2023 |
| Umr Inc | NONE | $266,040 | $11,100 | 2023 |
| L. Gould | EMPLOYEE | $149,428 | not reported in the loaded dataset | 2023 |
| Healthy Alliance Life Insurance Co | NONE | $106,184 | not reported in the loaded dataset | 2023 |
| Deca Property Management | NONE | $84,736 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $75,987 | not reported in the loaded dataset | 2023 |
| T. Sutherlin | EMPLOYEE | $60,736 | not reported in the loaded dataset | 2023 |
| M. Gruendewald | EMPLOYEE | $59,003 | not reported in the loaded dataset | 2023 |
| Bryne Software | NONE | $53,870 | not reported in the loaded dataset | 2023 |
| R. Jenkins | EMPLOYEE | $49,502 | not reported in the loaded dataset | 2023 |
| Paychex Of New York LLC | NONE | $27,089 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC | NONE | $16,199 | not reported in the loaded dataset | 2023 |
| Marco Technologies LLC | NONE | $15,798 | not reported in the loaded dataset | 2023 |
| Burr Oak Consulting LLC | NONE | $12,923 | not reported in the loaded dataset | 2023 |
| Hammond And Shinners, Pc | NONE | $12,572 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $9,773 | not reported in the loaded dataset | 2023 |
| Tech Electronics | NONE | $8,932 | not reported in the loaded dataset | 2023 |
| Quadient Leasing Usa, Inc. | NONE | $7,456 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Service Employees Intl Union Local 2000 Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Sav-Rx — Schedule C compensation
- Umr Inc — Schedule C compensation
- L. Gould — Schedule C compensation
- Healthy Alliance Life Insurance Co — Schedule C compensation
- Deca Property Management — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- T. Sutherlin — Schedule C compensation
- M. Gruendewald — Schedule C compensation
- Bryne Software — Schedule C compensation
- R. Jenkins — Schedule C compensation
- Paychex Of New York LLC — Schedule C compensation
- Marsh & Mclennan Agency LLC — Schedule C compensation
- Marco Technologies LLC — Schedule C compensation
- Burr Oak Consulting LLC — Schedule C compensation
- Hammond And Shinners, Pc — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Tech Electronics — Schedule C compensation
- Quadient Leasing Usa, Inc. — Schedule C compensation