2023 Form 5500 filing — Lima Area Health And 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 20241011085551NAL0010745395001) for Lima Area Health And Welfare Fund, reported by Board Of Trustees Lima Area Health And Welfare Fund under EIN 34-6555849 and plan number 501. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085551NAL0010745395001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Lima Area Health And Welfare Fund
- EIN
- 34-6555849
- Plan number
- 501
- Location
- Holland, OH
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,351,517
- Total liabilities (EOY)
- $2,797,735
- Net assets (EOY)
- $12,553,782
- Employer contributions
- $7,265,946
- Participant contributions
- $284,553
- Total income / additions
- $8,743,387
- Benefits paid
- $10,509,655
- Administrative expenses
- $702,673
- Total expenses
- $11,212,328
- Net increase / (decrease)
- -$2,468,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem | NONE | $195,605 | not reported in the loaded dataset |
| Northwestern Ohio Administrators | NONE | $185,157 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick | NONE | $58,036 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $26,100 | not reported in the loaded dataset |
| Highland & Associates | NONE | $25,278 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset |
| Bridgeway Benefit Tech | NONE | $14,698 | not reported in the loaded dataset |
| Delta Dental | NONE | $13,804 | not reported in the loaded dataset |
| Milliman | NONE | $10,000 | not reported in the loaded dataset |
| Huntington Insurance | NONE | $5,141 | not reported in the loaded dataset |