2023 Form 5500 filing — Mcdonald'S Licensees/Rmhc Health & Welfare Gia
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 20241015123330NAL0016396467001) for Mcdonald'S Licensees/Rmhc Health & Welfare Gia, reported by Mcdonalds Licensees Health And Welfare Trust under EIN 36-7112271 and plan number 501. It reports 22,086 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123330NAL0016396467001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Mcdonalds Licensees Health And Welfare Trust
- EIN
- 36-7112271
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 22,086
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,806,963
- Total liabilities (EOY)
- $56,084,216
- Net assets (EOY)
- $28,722,747
- Employer contributions
- $254,841,388
- Total income / additions
- $267,050,855
- Benefits paid
- $231,880,951
- Administrative expenses
- $34,656,773
- Total expenses
- $266,537,724
- Net increase / (decrease)
- $513,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Included Health, Inc | NONE | $8,054,100 | not reported in the loaded dataset |
| Mercer Health & Benefits Admin LLC | NONE | $3,247,633 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $357,790 | $0 |
| Mcdonald'S Corporation | NONE | $137,673 | not reported in the loaded dataset |
| Cap Financial Partners LLC | NONE | $92,968 | not reported in the loaded dataset |
| Grant Thornton, Llp | NONE | $90,279 | not reported in the loaded dataset |
| Pricewaterhouse Coopers, Llp | NONE | $53,000 | not reported in the loaded dataset |
| Helmsbriscoe Resourceone | NONE | $32,513 | not reported in the loaded dataset |
| Owners Risk Management Association | NONE | $26,002 | not reported in the loaded dataset |
| U.S. Bank National Association | TRUSTEE | $24,013 | $0 |
| Miami Beach Edition | NONE | $21,849 | not reported in the loaded dataset |
| Snr Denton, Llp | NONE | $15,733 | not reported in the loaded dataset |
| Cc Law & Policy Pplc | NONE | $6,500 | not reported in the loaded dataset |