2023 Form 5500 filing — Boilermakers Lodge No. 154 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 20241014174541NAL0026867425002) for Boilermakers Lodge No. 154 Welfare Fund, reported by Boilermakers Lodge No. 154 Welfare Fund under EIN 25-6036558 and plan number 501. It reports 3,534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174541NAL0026867425002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Boilermakers Lodge No. 154 Welfare Fund
- EIN
- 25-6036558
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 3,534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,672,427
- Total liabilities (EOY)
- $22,957
- Net assets (EOY)
- $12,649,470
- Employer contributions
- $1,348,100
- Total income / additions
- $2,149,817
- Benefits paid
- $1,578,002
- Administrative expenses
- $327,983
- Total expenses
- $1,905,985
- Net increase / (decrease)
- $243,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $187,880 | not reported in the loaded dataset |
| Wex Health | NONE | $51,694 | not reported in the loaded dataset |
| Packer Thomas | NONE | $22,601 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $18,715 | not reported in the loaded dataset |
| Meyer Unkovic & Scott | NONE | $10,331 | not reported in the loaded dataset |
| Cap Financial Partners LLC Dba Capt | NONE | $10,000 | not reported in the loaded dataset |