2023 Form 5500 filing — Health And Welfare Fund Of The Excavating Grading
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 20240920152402NAL0007686081003) for Health And Welfare Fund Of The Excavating Grading, reported by Excavating Grading & Asphalt Craft 731 Health And Welfare Fund under EIN 36-6073848 and plan number 501. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920152402NAL0007686081003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Excavating Grading & Asphalt Craft 731 Health And Welfare Fund
- EIN
- 36-6073848
- Plan number
- 501
- Location
- Burr Ridge, IL
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,773,969
- Total liabilities (EOY)
- $762,993
- Net assets (EOY)
- $24,010,976
- Employer contributions
- $8,523,791
- Participant contributions
- $112,265
- Total income / additions
- $12,496,406
- Benefits paid
- $7,013,461
- Administrative expenses
- $2,797,161
- Total expenses
- $9,810,622
- Net increase / (decrease)
- $2,685,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $148,349 | $0 |
| Dowd Bloch Bennett Cervone Auerbach | NONE | $96,656 | not reported in the loaded dataset |
| Payd Health | NONE | $86,203 | not reported in the loaded dataset |
| Empirx Health | NONE | $43,245 | not reported in the loaded dataset |
| Investment Consulting Services | NONE | $37,300 | not reported in the loaded dataset |
| Tfbc, LLC | NONE | $36,325 | not reported in the loaded dataset |
| Macnell Accounting And Consulting | NONE | $33,674 | not reported in the loaded dataset |
| Buck Global | NONE | $31,168 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $30,700 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $18,851 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $18,824 | not reported in the loaded dataset |
| National Investment Services Of Ame | NONE | $16,446 | not reported in the loaded dataset |
| Medcare Management | NONE | $11,582 | not reported in the loaded dataset |
| Adp | NONE | $10,047 | not reported in the loaded dataset |
| Delta Dental | NONE | $8,268 | not reported in the loaded dataset |
| Bond Brothers & Co. | NONE | $7,910 | not reported in the loaded dataset |
| Red Card Systems LLC | NONE | $7,711 | not reported in the loaded dataset |
| Johnson Investment Counsel | NONE | $7,103 | not reported in the loaded dataset |
| Preferred Network Access | NONE | $6,988 | not reported in the loaded dataset |
| Employee Resource Systems | NONE | $6,968 | not reported in the loaded dataset |
| Lasalle Consulting Partners Inc. | NONE | $6,749 | not reported in the loaded dataset |
| Old National Bank | NONE | $6,669 | not reported in the loaded dataset |
| Chc Wellbeing | NONE | $6,111 | not reported in the loaded dataset |