2023 Form 5500 filing — Duluth Building Trades 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 20241014140009NAL0027493281003) for Duluth Building Trades Health And Welfare Fund, reported by Duluth Building Trades Health Welfare Fund under EIN 41-6025701 and plan number 501. It reports 890 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140009NAL0027493281003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Duluth Building Trades Health Welfare Fund
- EIN
- 41-6025701
- Plan number
- 501
- Location
- Duluth, MN
- Participants
- 890
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,128,181
- Total liabilities (EOY)
- $13,761,689
- Net assets (EOY)
- $21,366,492
- Employer contributions
- $15,556,177
- Participant contributions
- $2,524,788
- Total income / additions
- $21,049,608
- Benefits paid
- $17,442,735
- Administrative expenses
- $652,205
- Total expenses
- $18,094,940
- Net increase / (decrease)
- $2,954,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane | NONE | $366,439 | not reported in the loaded dataset |
| Stairway Partners LLC | NONE | $119,978 | not reported in the loaded dataset |
| Health Gauge | NONE | $94,279 | not reported in the loaded dataset |
| The Segal Company | NONE | $82,874 | not reported in the loaded dataset |
| Andrew & Bransky P.A. | NONE | $51,996 | not reported in the loaded dataset |
| Delta Dental | NONE | $27,547 | not reported in the loaded dataset |
| Bauman Associates, Ltd. | NONE | $14,115 | not reported in the loaded dataset |
| Team Corporation | NONE | $12,997 | not reported in the loaded dataset |
| Prime Therapeutics | NONE | $10,768 | not reported in the loaded dataset |
| Raff Printing | NONE | $9,133 | not reported in the loaded dataset |