Retail, Wholesale & Department Store International Union And Industry Health And Benefit Fund — Form 5500 plan (Board Of Trustees Of Rwdsiui Health And Benefit 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, Retail, Wholesale & Department Store International Union And Industry Health And Benefit Fund is a benefit plan reported by Board Of Trustees Of Rwdsiui Health And Benefit Fund under EIN 63-0708443 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,305 participants and $64,307,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Rwdsiui Health And Benefit Fund
- EIN
- 63-0708443
- Plan number
- 501
- Plan type
- 1
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 4,305
- End-of-year plan assets
- $64,307,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,305 | H, C | 20241009121031NAL0010588035005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,307,216
- Total liabilities (EOY)
- $3,957,782
- Net assets (EOY)
- $60,349,434
- Net assets (BOY)
- $55,650,177
Income & contributions
- Employer contributions
- $44,623,678
- Participant contributions
- $264,173
- Total contributions
- $44,887,851
- Total income / additions
- $50,594,761
Expenses & distributions
- Benefits paid
- $42,322,350
- Administrative expenses
- $3,573,154
- Total expenses
- $45,895,504
- Net increase / (decrease)
- $4,699,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross And Blue Shield | CLAIMS PROCESSOR | $1,351,495 | not reported in the loaded dataset | 2023 |
| Save On Sp, LLC | not reported in the loaded dataset | $490,206 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $143,500 | not reported in the loaded dataset | 2023 |
| Carr, Riggs & Ingram, LLC | ACCOUNTANTS | $109,605 | not reported in the loaded dataset | 2023 |
| Joshua Brewer | EMPLOYEE | $90,475 | not reported in the loaded dataset | 2023 |
| Friedman & Anspach | LEGAL COUNSEL | $79,713 | not reported in the loaded dataset | 2023 |
| Sarah Moss | EMPLOYEE | $71,848 | not reported in the loaded dataset | 2023 |
| Sandra Mantooth | EMPLOYEE | $68,789 | not reported in the loaded dataset | 2023 |
| Brittany Hill | EMPLOYEE | $43,899 | not reported in the loaded dataset | 2023 |
| Lisa Rodgers | EMPLOYEE | $42,189 | not reported in the loaded dataset | 2023 |
| Stephanie Thomas | EMPLOYEE | $41,598 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | LEGAL COUNSEL | $38,773 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | INVESTMENT MANAGEMENT | $33,900 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTMENT ADVISORS | $22,917 | not reported in the loaded dataset | 2023 |
| Kdw Enterprises, LLC | not reported in the loaded dataset | $8,016 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT MANAGER | $7,475 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust | CUSTODIAL | $6,302 | not reported in the loaded dataset | 2023 |
| State Street Global Advisor Trust | INVESTMENT MANAGER | $3,635 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | CUSTODIAL | $2,410 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Rwdsiui Health And Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Blue Cross And Blue Shield — Schedule C compensation
- Save On Sp, LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Carr, Riggs & Ingram, LLC — Schedule C compensation
- Joshua Brewer — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- Sarah Moss — Schedule C compensation
- Sandra Mantooth — Schedule C compensation
- Brittany Hill — Schedule C compensation
- Lisa Rodgers — Schedule C compensation
- Stephanie Thomas — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Kdw Enterprises, LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- State Street Bank And Trust — Schedule C compensation
- State Street Global Advisor Trust — Schedule C compensation