2023 Form 5500 filing — Local 309 Electrical 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 20241015095934NAL0047282368003) for Local 309 Electrical Health And Welfare Fund, reported by Trustees Of Local 309 Electrical Health And Welfare Fund under EIN 37-6039515 and plan number 501. It reports 878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095934NAL0047282368003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 309 Electrical Health And Welfare Fund
- EIN
- 37-6039515
- Plan number
- 501
- Location
- Collinsville, IL
- Participants
- 878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,494,635
- Total liabilities (EOY)
- $1,624,965
- Net assets (EOY)
- $23,869,670
- Employer contributions
- $10,364,966
- Participant contributions
- $1,449,333
- Total income / additions
- $14,039,236
- Benefits paid
- $11,879,202
- Administrative expenses
- $597,759
- Total expenses
- $12,476,961
- Net increase / (decrease)
- $1,562,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health | NONE | $411,059 | not reported in the loaded dataset |
| Labor First, LLC | NONE | $110,610 | not reported in the loaded dataset |
| Burr Oak Consulting | NONE | $57,701 | not reported in the loaded dataset |
| Scheffel Boyle | NONE | $40,290 | not reported in the loaded dataset |
| Systems Design Associates | NONE | $31,212 | not reported in the loaded dataset |
| Mercy Managed Behavioral Health | NONE | $28,416 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $22,599 | not reported in the loaded dataset |
| Schuchat, Cook, & Werner | NONE | $19,637 | not reported in the loaded dataset |
| Monetary Management Group Inc | NONE | $12,601 | not reported in the loaded dataset |
| Milliman Usa | NONE | $7,000 | not reported in the loaded dataset |