Mcasf Local 725 Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees Mcasf Local 725 Health And Welfare Trust 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, Mcasf Local 725 Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund under EIN 59-6150964 and plan number 501. The latest loaded filing year is 2023. The filing reports 891 participants and $24,529,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund
- EIN
- 59-6150964
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 891
- End-of-year plan assets
- $24,529,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 891 | H, C | 20241014155226NAL0045192704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,529,894
- Total liabilities (EOY)
- $3,555,491
- Net assets (EOY)
- $20,974,403
- Net assets (BOY)
- $20,441,809
Income & contributions
- Employer contributions
- $15,320,301
- Participant contributions
- $97,503
- Total contributions
- $15,417,804
- Total income / additions
- $17,145,972
Expenses & distributions
- Benefits paid
- $15,271,711
- Administrative expenses
- $1,341,667
- Total expenses
- $16,613,378
- Net increase / (decrease)
- $532,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Florida | NONE KNOWN | $591,011 | $0 | 2023 |
| Mcasf Local 725 Service Corporation | CAPTIVE SERVICE PROVIDER | $279,495 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE KNOWN | $207,359 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $52,772 | not reported in the loaded dataset | 2023 |
| Karpus Management, Inc. | NONE KNWON | $49,088 | $0 | 2023 |
| Hessian & Mckasy, Pa | NONE KNOWN | $46,811 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE KNOWN | $29,639 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE KNOWN | $22,642 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE KNOWN | $8,520 | not reported in the loaded dataset | 2023 |
| Sawgrass Asset Management LLC | NONE KNOWN | $8,502 | $0 | 2023 |
| U.S. Bank National Association | NONE KNOWN | $8,054 | $0 | 2023 |
| Ulliance, Inc. | NONE KNOWN | $5,722 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Blue Cross Blue Shield Of Florida — Schedule C compensation
- Mcasf Local 725 Service Corporation — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Karpus Management, Inc. — Schedule C compensation
- Hessian & Mckasy, Pa — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Sawgrass Asset Management LLC — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Ulliance, Inc. — Schedule C compensation