2023 Form 5500 filing — Retail, Wholesale & Department Store International Union And Industry Health And Benefit 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 20241009121031NAL0010588035005) for Retail, Wholesale & Department Store International Union And Industry Health And Benefit Fund, reported by Board Of Trustees Of Rwdsiui Health And Benefit Fund under EIN 63-0708443 and plan number 501. It reports 4,305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009121031NAL0010588035005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Rwdsiui Health And Benefit Fund
- EIN
- 63-0708443
- Plan number
- 501
- Location
- Birmingham, AL
- Participants
- 4,305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,307,216
- Total liabilities (EOY)
- $3,957,782
- Net assets (EOY)
- $60,349,434
- Employer contributions
- $44,623,678
- Participant contributions
- $264,173
- Total income / additions
- $50,594,761
- Benefits paid
- $42,322,350
- Administrative expenses
- $3,573,154
- Total expenses
- $45,895,504
- Net increase / (decrease)
- $4,699,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross And Blue Shield | CLAIMS PROCESSOR | $1,351,495 | not reported in the loaded dataset |
| Save On Sp, LLC | not reported in the loaded dataset | $490,206 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $143,500 | not reported in the loaded dataset |
| Carr, Riggs & Ingram, LLC | ACCOUNTANTS | $109,605 | not reported in the loaded dataset |
| Joshua Brewer | EMPLOYEE | $90,475 | not reported in the loaded dataset |
| Friedman & Anspach | LEGAL COUNSEL | $79,713 | not reported in the loaded dataset |
| Sarah Moss | EMPLOYEE | $71,848 | not reported in the loaded dataset |
| Sandra Mantooth | EMPLOYEE | $68,789 | not reported in the loaded dataset |
| Brittany Hill | EMPLOYEE | $43,899 | not reported in the loaded dataset |
| Lisa Rodgers | EMPLOYEE | $42,189 | not reported in the loaded dataset |
| Stephanie Thomas | EMPLOYEE | $41,598 | not reported in the loaded dataset |
| Proskauer Rose, Llp | LEGAL COUNSEL | $38,773 | not reported in the loaded dataset |
| Western Asset Management Company | INVESTMENT MANAGEMENT | $33,900 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT ADVISORS | $22,917 | not reported in the loaded dataset |
| Kdw Enterprises, LLC | not reported in the loaded dataset | $8,016 | not reported in the loaded dataset |
| Amalgamated Bank | INVESTMENT MANAGER | $7,475 | not reported in the loaded dataset |
| State Street Bank And Trust | CUSTODIAL | $6,302 | not reported in the loaded dataset |
| State Street Global Advisor Trust | INVESTMENT MANAGER | $3,635 | not reported in the loaded dataset |
| Amalgamated Bank | CUSTODIAL | $2,410 | $0 |