Building Trades Welfare Fund For The Ohio Valley — Form 5500 plan (Building Trades Welfare Fund For The Ohio Valley)
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, Building Trades Welfare Fund For The Ohio Valley is a benefit plan reported by Building Trades Welfare Fund For The Ohio Valley under EIN 55-0394421 and plan number 501. The latest loaded filing year is 2023. The filing reports 248 participants and $11,233,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Building Trades Welfare Fund For The Ohio Valley
- EIN
- 55-0394421
- Plan number
- 501
- Plan type
- 1
- Location
- St. Clairsville, OH
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $11,233,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20250905143007NAL0017282497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,233,445
- Total liabilities (EOY)
- $771,612
- Net assets (EOY)
- $10,461,833
- Net assets (BOY)
- $8,669,904
Income & contributions
- Employer contributions
- $5,364,084
- Participant contributions
- $238,544
- Total contributions
- $5,602,628
- Total income / additions
- $7,156,470
Expenses & distributions
- Benefits paid
- $4,939,880
- Administrative expenses
- $424,661
- Total expenses
- $5,364,541
- Net increase / (decrease)
- $1,791,929
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark Blue Cross Blue Shield | CLAIMS PROCESSING | $394,113 | $0 | 2023 |
| Beth A. Key | PLAN ADMINISTRATOR | $83,433 | not reported in the loaded dataset | 2023 |
| Wesbanco Investments | INVESTMENT CUSTODIAN | $33,802 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $32,270 | not reported in the loaded dataset | 2023 |
| Benefit Management Solutions | CONSULTING | $28,800 | not reported in the loaded dataset | 2023 |
| A And M Holding Company | RENT | $21,300 | not reported in the loaded dataset | 2023 |
| Cw Breitsman Association LLC | CONSULTANT | $21,000 | not reported in the loaded dataset | 2023 |
| Macala & Piatt, LLC | ATTORNEY | $17,864 | not reported in the loaded dataset | 2023 |
| The Hartford Finl Services Group | LIFE INSURANCE PROVIDER | $11,575 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Building Trades Welfare Fund For The Ohio Valley
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in St. Clairsville, OH
- Highmark Blue Cross Blue Shield — Schedule C compensation
- Beth A. Key — Schedule C compensation
- Wesbanco Investments — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc. — Schedule C compensation
- Benefit Management Solutions — Schedule C compensation
- A And M Holding Company — Schedule C compensation
- Cw Breitsman Association LLC — Schedule C compensation
- Macala & Piatt, LLC — Schedule C compensation
- The Hartford Finl Services Group — Schedule C compensation