2023 Form 5500 filing — Allied Services Division Welfare Fund
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 20240926070037NAL0000607696002) for Allied Services Division Welfare Fund, reported by Board Of Trustees Of Allied Services Division Welfare Fund under EIN 59-1283066 and plan number 501. It reports 714 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926070037NAL0000607696002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Allied Services Division Welfare Fund
- EIN
- 59-1283066
- Plan number
- 501
- Location
- Arlington Heights, IL
- Participants
- 714
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,778,452
- Total liabilities (EOY)
- $1,696,976
- Net assets (EOY)
- $33,081,476
- Employer contributions
- $9,263,315
- Participant contributions
- $31,441
- Total income / additions
- $11,910,933
- Benefits paid
- $11,309,374
- Administrative expenses
- $1,285,808
- Total expenses
- $12,595,182
- Net increase / (decrease)
- -$684,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optum Rx, Inc. | NONE | $1,754,367 | $5,847 |
| Blue Cross Blue Shield Of Il | NONE | $648,723 | $0 |
| Joseph Condo | EMPLOYEE | $214,827 | not reported in the loaded dataset |
| Tamara Chesler | EMPLOYEE | $123,067 | not reported in the loaded dataset |
| Kimberly Notz | EMPLOYEE | $115,997 | not reported in the loaded dataset |
| Dowd, Bloch, Bennett, Cervone, Aue | NONE | $108,445 | not reported in the loaded dataset |
| Donna Phillips | EMPLOYEE | $91,205 | not reported in the loaded dataset |
| Roxanne Carrizales | EMPLOYEE | $81,471 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $81,302 | $0 |
| Foster & Foster | NONE | $57,841 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $39,369 | not reported in the loaded dataset |
| Lasalle Consulting Partners, Inc. | NONE | $27,541 | not reported in the loaded dataset |
| Ucs Holdings, Inc. | NONE | $26,681 | not reported in the loaded dataset |
| United Systems And Software, Inc. | NONE | $25,694 | not reported in the loaded dataset |
| Mr. Microchip | NONE | $19,450 | not reported in the loaded dataset |
| Context 4 Healthcare Inc. | NONE | $16,907 | not reported in the loaded dataset |
| A & E Janitorial System Corp. | NONE | $13,680 | not reported in the loaded dataset |
| Joseph Condo Jr. | FAMILY OF ADMINISTRATOR | $8,164 | not reported in the loaded dataset |
| Teladoc Health, Inc. | NONE | $7,806 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $7,076 | $0 |
| Datamation Imaging Services Corp. | NONE | $6,500 | not reported in the loaded dataset |
| Z Best Landscaping & Maintenance | NONE | $5,758 | not reported in the loaded dataset |
| John A. Doerrer & Associates, Pc | NONE | $5,582 | not reported in the loaded dataset |