2023 Form 5500 filing — Northern Illinois & Iowa Laborers Health & Welfare Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240607101434NAL0023386817001) for Northern Illinois & Iowa Laborers Health & Welfare Trust, reported by Northern Illinois And Iowa Laborers' Health & Welfare Trust under EIN 36-6157689 and plan number 501. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240607101434NAL0023386817001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Northern Illinois And Iowa Laborers' Health & Welfare Trust
- EIN
- 36-6157689
- Plan number
- 501
- Location
- Rock Island, IL
- Participants
- 623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,713,009
- Total liabilities (EOY)
- $1,073,854
- Net assets (EOY)
- $38,639,155
- Employer contributions
- $5,443,876
- Participant contributions
- $881,603
- Total income / additions
- $11,096,458
- Benefits paid
- $7,674,566
- Administrative expenses
- $1,135,008
- Total expenses
- $8,809,574
- Net increase / (decrease)
- $2,286,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segall, Bryant & Hamill | NONE | $175,935 | not reported in the loaded dataset |
| Julie Lage | EMPLOYEE OF EMPLOYER | $102,500 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $73,592 | not reported in the loaded dataset |
| Reinhart Boerner Vandueren | NONE | $62,464 | not reported in the loaded dataset |
| Jody Lentz | EMPLOYEE OF EMPLOYER | $49,072 | not reported in the loaded dataset |
| Ima, Inc. | NONE | $30,360 | not reported in the loaded dataset |
| Reilly, Penner & Benton Llp | NONE | $28,300 | not reported in the loaded dataset |
| Nyhart | NONE | $8,340 | not reported in the loaded dataset |