1978 Retired Construction Workers Benefit Trust — Form 5500 plan (1978 Retired Construction Workers Benefit 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, 1978 Retired Construction Workers Benefit Trust is a benefit plan reported by 1978 Retired Construction Workers Benefit Trust under EIN 55-0583589 and plan number 502. The latest loaded filing year is 2023. The filing reports 607 participants and $18,689,488 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 1978 Retired Construction Workers Benefit Trust
- EIN
- 55-0583589
- Plan number
- 502
- Plan type
- 1
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 607
- End-of-year plan assets
- $18,689,488
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 607 | H, C | 20250115084746NAL0021508273005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,689,488
- Total liabilities (EOY)
- $165,860
- Net assets (EOY)
- $18,523,628
- Net assets (BOY)
- $16,437,026
Income & contributions
- Employer contributions
- $120,161
- Participant contributions
- $5,765,497
- Total contributions
- $5,885,658
- Total income / additions
- $6,447,356
Expenses & distributions
- Benefits paid
- $4,027,152
- Administrative expenses
- $333,602
- Total expenses
- $4,360,754
- Net increase / (decrease)
- $2,086,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Health Plan | NONE | $110,409 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $50,634 | not reported in the loaded dataset | 2023 |
| Sav- Rx | NONE | $49,487 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $25,884 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $23,824 | not reported in the loaded dataset | 2023 |
| Centurion Insurance Services LLC | NONE | $19,337 | not reported in the loaded dataset | 2023 |
| William H. Howe | TRUSTEE | $15,000 | not reported in the loaded dataset | 2023 |
| Fred Marx | CHAIRMAN | $15,000 | not reported in the loaded dataset | 2023 |
| Donald T. Barnett | TRUSTEE | $15,000 | not reported in the loaded dataset | 2023 |
| Medcom | NONE | $8,900 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 1978 Retired Construction Workers Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- The Health Plan — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Sav- Rx — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Centurion Insurance Services LLC — Schedule C compensation
- William H. Howe — Schedule C compensation
- Fred Marx — Schedule C compensation
- Donald T. Barnett — Schedule C compensation
- Medcom — Schedule C compensation