2023 Form 5500 filing — Health And Welfare Fund Of Local Union 73
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 20241015092158NAL0027935393001) for Health And Welfare Fund Of Local Union 73, reported by Board Of Trustees Of The Health & Welfare Fund Of Local Union 73 under EIN 23-7111189 and plan number 501. It reports 89 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092158NAL0027935393001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Health & Welfare Fund Of Local Union 73
- EIN
- 23-7111189
- Plan number
- 501
- Location
- Valley View, OH
- Participants
- 89
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,601,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,601,254
- Employer contributions
- $1,412,965
- Participant contributions
- $65,951
- Total income / additions
- $1,685,407
- Benefits paid
- $1,303,113
- Administrative expenses
- $140,963
- Total expenses
- $1,444,076
- Net increase / (decrease)
- $241,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi-Hr | NONE | $55,000 | not reported in the loaded dataset |
| Teamsters Local 73 Pension | RELATED PLAN | $29,665 | not reported in the loaded dataset |
| J. Schaefer & Company LLC | NONE | $14,400 | not reported in the loaded dataset |
| Faulkner Hoffman & Phillips | NONE | $12,419 | not reported in the loaded dataset |
| Alera Group | NONE | $5,000 | not reported in the loaded dataset |
| Andco Consulting | NONE | $5,000 | not reported in the loaded dataset |