2023 Form 5500 filing — Automobile Mechanics' Local 701 Union And Industry 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 20241007161114NAL0016403761002) for Automobile Mechanics' Local 701 Union And Industry Welfare Fund, reported by Automobile Mechanics' Local No. 701 Union And Industry Welfare under EIN 36-2331071 and plan number 501. It reports 6,639 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007161114NAL0016403761002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Automobile Mechanics' Local No. 701 Union And Industry Welfare
- EIN
- 36-2331071
- Plan number
- 501
- Location
- Burr Ridge, IL
- Participants
- 6,639
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $276,532,264
- Total liabilities (EOY)
- $11,973,239
- Net assets (EOY)
- $264,559,025
- Employer contributions
- $107,846,594
- Participant contributions
- $2,421,950
- Total income / additions
- $141,229,470
- Benefits paid
- $93,736,513
- Administrative expenses
- $2,971,356
- Total expenses
- $96,707,869
- Net increase / (decrease)
- $44,521,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paydhealth LLC | NONE | $1,579,538 | not reported in the loaded dataset |
| Empirx Health | NONE | $1,217,696 | not reported in the loaded dataset |
| Professional Benefit Administrators | NONE | $1,093,554 | not reported in the loaded dataset |
| Valenz Care | NONE | $645,959 | not reported in the loaded dataset |
| Eplan LLC | NONE | $491,446 | not reported in the loaded dataset |
| National Investment Services, Inc | NONE | $245,671 | not reported in the loaded dataset |
| Morgan, Lewis & Bockus Llp | NONE | $212,956 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $182,646 | not reported in the loaded dataset |
| Delta Dental Of Illinois | NONE | $126,545 | not reported in the loaded dataset |
| Foster & Foster Inc. | NONE | $112,575 | not reported in the loaded dataset |
| Jeanine Earth-Gillund | PLAN ADMINISTRATOR | $110,895 | not reported in the loaded dataset |
| Bridgeway Software Solutions | NONE | $102,821 | not reported in the loaded dataset |
| Buck Global LLC | NONE | $88,107 | not reported in the loaded dataset |
| Anne Penney | EMPLOYEE | $72,749 | not reported in the loaded dataset |
| Teledoc | NONE | $66,623 | not reported in the loaded dataset |
| Kristine Bendy | EMPLOYEE | $66,182 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $58,500 | not reported in the loaded dataset |
| Kristin Link | EMPLOYEE | $58,191 | not reported in the loaded dataset |
| Macnell Accounting And Consulting L | NONE | $49,500 | not reported in the loaded dataset |
| Melanie Mulheron | EMPLOYEE | $40,089 | not reported in the loaded dataset |
| Old National Bank | NONE | $37,213 | not reported in the loaded dataset |
| Debbie Smith | EMPLOYEE | $32,837 | not reported in the loaded dataset |
| Lisa Conner | EMPLOYEE | $31,292 | not reported in the loaded dataset |
| Absolute Solutions LLC | NONE | $30,887 | not reported in the loaded dataset |
| Nicole Kerkstra | EMPLOYEE | $30,398 | not reported in the loaded dataset |
| Strategic Capital Invest Advisors | NONE | $29,000 | not reported in the loaded dataset |
| K-Plus Technology Solutions | NONE | $14,250 | not reported in the loaded dataset |