2023 Form 5500 filing — Bricklayers Union Local No. 6 Of Indiana Welfare F
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 20240826090823NAL0017237248002) for Bricklayers Union Local No. 6 Of Indiana Welfare F, reported by Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Welfare Fun under EIN 35-0940329 and plan number 501. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826090823NAL0017237248002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Welfare Fun
- EIN
- 35-0940329
- Plan number
- 501
- Location
- Merrillville, IN
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,385,124
- Total liabilities (EOY)
- $925,900
- Net assets (EOY)
- $10,459,224
- Employer contributions
- $4,313,340
- Participant contributions
- $108,160
- Total income / additions
- $5,305,219
- Benefits paid
- $4,815,666
- Administrative expenses
- $449,780
- Total expenses
- $5,265,446
- Net increase / (decrease)
- $39,773
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $157,362 | $0 |
| United Actuarial Services Inc. | NONE | $76,070 | not reported in the loaded dataset |
| Robert Puza | EMPLOYEE | $72,163 | not reported in the loaded dataset |
| Amy Gorby | EMPLOYEE | $57,133 | not reported in the loaded dataset |
| Spencer Rankin | EMPLOYEE | $56,619 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $55,160 | not reported in the loaded dataset |
| Ledbetter Parisi, LLC | NONE | $36,883 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $24,841 | not reported in the loaded dataset |
| Total Administrative Services Corp. | NONE | $10,477 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $7,000 | not reported in the loaded dataset |
| Healthscope Benefits | NONE | $6,338 | not reported in the loaded dataset |
| Nwi Printpro | NONE | $5,040 | not reported in the loaded dataset |