Southwest Multicraft Health & Welfare Trust Fund — Form 5500 plan (Southwest Multicraft)
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, Southwest Multicraft Health & Welfare Trust Fund is a benefit plan reported by Southwest Multicraft under EIN 85-6010752 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,524 participants and $143,543,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Multicraft
- EIN
- 85-6010752
- Plan number
- 501
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 3,524
- End-of-year plan assets
- $143,543,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,524 | H, C | 20250614165313NAL0014296355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $143,543,196
- Total liabilities (EOY)
- $10,240,861
- Net assets (EOY)
- $133,302,335
- Net assets (BOY)
- $107,289,783
Income & contributions
- Employer contributions
- $34,029,858
- Participant contributions
- $178,779
- Total contributions
- $34,208,637
- Total income / additions
- $53,116,429
Expenses & distributions
- Benefits paid
- $23,534,635
- Administrative expenses
- $3,569,242
- Total expenses
- $27,103,877
- Net increase / (decrease)
- $26,012,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,468,290 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $1,165,626 | not reported in the loaded dataset | 2023 |
| Greenlight Cost Mgt | NONE | $214,075 | not reported in the loaded dataset | 2023 |
| Wellesley | NONE | $114,490 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $80,166 | not reported in the loaded dataset | 2023 |
| Mfs | NONE | $54,409 | not reported in the loaded dataset | 2023 |
| Loomis | NONE | $51,270 | not reported in the loaded dataset | 2023 |
| Dental Network Of America | NONE | $47,015 | not reported in the loaded dataset | 2023 |
| Wcm | NONE | $44,839 | not reported in the loaded dataset | 2023 |
| Brandes | NONE | $42,422 | not reported in the loaded dataset | 2023 |
| Ka Smid | NONE | $38,836 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $35,963 | not reported in the loaded dataset | 2023 |
| Letterstream | NONE | $35,410 | not reported in the loaded dataset | 2023 |
| Uniplan | NONE | $30,311 | not reported in the loaded dataset | 2023 |
| Kelley Law Group | NONE | $26,558 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $24,917 | not reported in the loaded dataset | 2023 |
| Eaton Vance | NONE | $21,506 | not reported in the loaded dataset | 2023 |
| First Impressions | NONE | $18,623 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwest Multicraft
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Blue Cross Blue Shield — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Greenlight Cost Mgt — Schedule C compensation
- Wellesley — Schedule C compensation
- The Segal Company — Schedule C compensation
- Mfs — Schedule C compensation
- Loomis — Schedule C compensation
- Dental Network Of America — Schedule C compensation
- Wcm — Schedule C compensation
- Brandes — Schedule C compensation
- Ka Smid — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Letterstream — Schedule C compensation
- Uniplan — Schedule C compensation
- Kelley Law Group — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Eaton Vance — Schedule C compensation
- First Impressions — Schedule C compensation