2023 Form 5500 filing — Mcasf Local 725 Health And Welfare Trust 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 20241014155226NAL0045192704001) for Mcasf Local 725 Health And Welfare Trust Fund, reported by Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund under EIN 59-6150964 and plan number 501. It reports 891 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155226NAL0045192704001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund
- EIN
- 59-6150964
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 891
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,529,894
- Total liabilities (EOY)
- $3,555,491
- Net assets (EOY)
- $20,974,403
- Employer contributions
- $15,320,301
- Participant contributions
- $97,503
- Total income / additions
- $17,145,972
- Benefits paid
- $15,271,711
- Administrative expenses
- $1,341,667
- Total expenses
- $16,613,378
- Net increase / (decrease)
- $532,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Florida | NONE KNOWN | $591,011 | $0 |
| Mcasf Local 725 Service Corporation | CAPTIVE SERVICE PROVIDER | $279,495 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE KNOWN | $207,359 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $52,772 | not reported in the loaded dataset |
| Karpus Management, Inc. | NONE KNWON | $49,088 | $0 |
| Hessian & Mckasy, Pa | NONE KNOWN | $46,811 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE KNOWN | $29,639 | not reported in the loaded dataset |
| American Graphics Printing Co. | NONE KNOWN | $22,642 | not reported in the loaded dataset |
| Nepc, LLC | NONE KNOWN | $8,520 | not reported in the loaded dataset |
| Sawgrass Asset Management LLC | NONE KNOWN | $8,502 | $0 |
| U.S. Bank National Association | NONE KNOWN | $8,054 | $0 |
| Ulliance, Inc. | NONE KNOWN | $5,722 | not reported in the loaded dataset |