2023 Form 5500 filing — Five Rivers Carpenters District Council Health & 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 20241015082809NAL0055199202003) for Five Rivers Carpenters District Council Health & Welfare Fund, reported by Five Rivers Carpenters District Council under EIN 42-6149936 and plan number 501. It reports 488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082809NAL0055199202003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Five Rivers Carpenters District Council
- EIN
- 42-6149936
- Plan number
- 501
- Location
- Cedar Rapids, IA
- Participants
- 488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,167,064
- Total liabilities (EOY)
- $297,512
- Net assets (EOY)
- $27,869,552
- Employer contributions
- $7,927,647
- Participant contributions
- $181,540
- Total income / additions
- $11,520,907
- Benefits paid
- $6,840,384
- Administrative expenses
- $276,134
- Total expenses
- $7,116,518
- Net increase / (decrease)
- $4,404,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellmark Blue Cross And Blue Shield | NONE | $314,696 | not reported in the loaded dataset |
| Eastern Iowa Fringe Benefit Funds | NONE | $152,985 | not reported in the loaded dataset |
| Blake & Uhlig, P.A. | NONE | $70,131 | not reported in the loaded dataset |
| Foster & Foster | NONE | $50,292 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $25,000 | not reported in the loaded dataset |
| Uhy, Llp | NONE | $20,400 | not reported in the loaded dataset |
| Bradley Hauge, Cpa | NONE | $11,065 | not reported in the loaded dataset |
| Romolo & Associates | NONE | $5,374 | not reported in the loaded dataset |