2023 Form 5500 filing — Iron Workers' Tri-State Welfare Plan
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 20240823084906NAL0006225361001) for Iron Workers' Tri-State Welfare Plan, reported by Trustees Of Iron Workers' Tri-State Welfare Plan under EIN 36-6599036 and plan number 501. It reports 1,388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823084906NAL0006225361001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Iron Workers' Tri-State Welfare Plan
- EIN
- 36-6599036
- Plan number
- 501
- Location
- Schaumburg, IL
- Participants
- 1,388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,195,723
- Total liabilities (EOY)
- $3,064,084
- Net assets (EOY)
- $63,131,639
- Employer contributions
- $22,848,724
- Participant contributions
- $642,402
- Total income / additions
- $30,298,284
- Benefits paid
- $26,938,871
- Administrative expenses
- $1,302,613
- Total expenses
- $28,241,484
- Net increase / (decrease)
- $2,056,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $649,961 | not reported in the loaded dataset |
| Group Administrators, Ltd. | NONE | $455,496 | $0 |
| The Segal Company (Midwest) Inc. | NONE | $252,611 | $1,417 |
| Macnell Accounting & Consulting Llp | NONE | $179,461 | not reported in the loaded dataset |
| Mcgann Ketterman And Rioux, Ltd | NONE | $87,685 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $85,476 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $70,000 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $65,000 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $37,762 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $15,218 | $0 |
| Invesco Advisers Inc. | NONE | $11,327 | $0 |
| Segal Select Ins. Services, Inc. | NONE | $6,494 | $0 |