Construction Industry Health And Welfare Plan — Form 5500 plan (Construction Industry Health And 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, Construction Industry Health And Welfare Plan is a benefit plan reported by Construction Industry Health And Welfare Trust under EIN 61-6058688 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,592 participants and $15,419,881 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Construction Industry Health And Welfare Trust
- EIN
- 61-6058688
- Plan number
- 501
- Plan type
- 3
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 1,592
- End-of-year plan assets
- $15,419,881
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,592 | H, C | 20250213103007NAL0012460691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,419,881
- Total liabilities (EOY)
- $1,250,056
- Net assets (EOY)
- $14,169,825
- Net assets (BOY)
- $12,001,553
Income & contributions
- Employer contributions
- $24,860,205
- Participant contributions
- $154,379
- Total contributions
- $25,014,584
- Total income / additions
- $25,853,657
Expenses & distributions
- Benefits paid
- $22,661,019
- Administrative expenses
- $1,024,366
- Total expenses
- $23,685,385
- Net increase / (decrease)
- $2,168,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr | CONTRACT ADMIN/CONSULTING | $903,144 | not reported in the loaded dataset | 2023 |
| Central Bank & Trust Company | INVESTMENT MANAGER | $41,519 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Investments | INVESTMENT MANAGER | $21,039 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Construction Industry Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Umr — Schedule C compensation
- Central Bank & Trust Company — Schedule C compensation
- Pnc Institutional Investments — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation