2023 Form 5500 filing — Central Illinois Carpenters Health And Welfare Fun
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 20240927134356NAL0001294979001) for Central Illinois Carpenters Health And Welfare Fun, reported by Board Of Trustees Of Central Illinois Carpenters Health And Welfare Fu under EIN 37-1117215 and plan number 501. It reports 1,929 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927134356NAL0001294979001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Central Illinois Carpenters Health And Welfare Fu
- EIN
- 37-1117215
- Plan number
- 501
- Location
- Lincoln, IL
- Participants
- 1,929
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,884,583
- Total liabilities (EOY)
- $4,566,330
- Net assets (EOY)
- $68,318,253
- Employer contributions
- $31,052,237
- Participant contributions
- $2,376,401
- Total income / additions
- $40,053,852
- Benefits paid
- $31,270,539
- Administrative expenses
- $2,230,770
- Total expenses
- $33,501,309
- Net increase / (decrease)
- $6,552,543
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Express Scripts, Inc. | NONE | $307,397 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $126,997 | not reported in the loaded dataset |
| Cavanagh & O'Hara | NONE | $111,324 | not reported in the loaded dataset |
| United Systems And Software, Inc | NONE | $104,251 | not reported in the loaded dataset |
| Employee 2 | EMPLOYEE | $90,789 | not reported in the loaded dataset |
| Mid-America Carp Reg Cncl Ben Fds | NONE | $86,875 | not reported in the loaded dataset |
| Employee 1 | EMPLOYEE | $84,256 | not reported in the loaded dataset |
| Total Administrative Services Corp | NONE | $79,617 | not reported in the loaded dataset |
| Employee 5 | EMPLOYEE | $75,994 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $73,000 | not reported in the loaded dataset |
| Employee 3 | EMPLOYEE | $69,858 | not reported in the loaded dataset |
| Employee 7 | EMPLOYEE | $68,932 | not reported in the loaded dataset |
| Employee 6 | EMPLOYEE | $67,049 | not reported in the loaded dataset |
| Employee 4 | EMPLOYEE | $66,144 | not reported in the loaded dataset |
| Carpenters Pension Fund Of Illinois | NONE | $60,156 | not reported in the loaded dataset |
| Compsych | NONE | $34,416 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $34,380 | $0 |
| Levi, Ray, & Shoup, Inc | NONE | $31,259 | not reported in the loaded dataset |
| The Segal Company (Eastern States), | NONE | $24,526 | not reported in the loaded dataset |
| Franklin Templeton | NONE | $20,557 | not reported in the loaded dataset |
| Cambiar Investors, LLC | NONE | $16,708 | $0 |
| Weaver C Barksdale & Associates, In | NONE | $16,206 | not reported in the loaded dataset |
| Illinois National Bank | NONE | $5,198 | $0 |