2023 Form 5500 filing — Kansas Building Trades Open End Health And Welfare Trust 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 20241015180202NAL0015211683006) for Kansas Building Trades Open End Health And Welfare Trust Fund, reported by Kansas Building Trades under EIN 48-0691769 and plan number 501. It reports 1,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180202NAL0015211683006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Kansas Building Trades
- EIN
- 48-0691769
- Plan number
- 501
- Location
- Topeka, KS
- Participants
- 1,037
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,791,110
- Total liabilities (EOY)
- $3,224,632
- Net assets (EOY)
- $28,566,478
- Employer contributions
- $7,405,333
- Participant contributions
- $1,546,994
- Total income / additions
- $12,154,832
- Benefits paid
- $10,525,323
- Administrative expenses
- $893,945
- Total expenses
- $11,419,268
- Net increase / (decrease)
- $735,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Save Rx | N/A | $953,662 | not reported in the loaded dataset |
| Preferred Health Professionals | N/A | $117,949 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | CONSULTING & ACTUARIAL | $95,633 | not reported in the loaded dataset |
| Gary Muckenthaler | PLAN ADMIN | $94,279 | not reported in the loaded dataset |
| Healthsmart Care Mgmt Solutions | N/A | $79,450 | not reported in the loaded dataset |
| Michele Wilson | EMPLOYEE | $79,298 | not reported in the loaded dataset |
| Bridgeway Benefits Technologies | SOFTWARE SUPPORT | $72,898 | not reported in the loaded dataset |
| Michelle Henry | EMPLOYEE | $52,144 | not reported in the loaded dataset |
| Kim Mcknight | EMPLOYEE | $45,267 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Kansas | N/A | $43,357 | not reported in the loaded dataset |
| Arnold Newbold Winter Jackson | FUND LEGAL COUNSEL | $38,378 | not reported in the loaded dataset |
| Diamond Printing | N/A | $34,542 | not reported in the loaded dataset |
| American Realty Advisors | N/A | $27,176 | not reported in the loaded dataset |
| American Well Corporation | NONE | $26,000 | not reported in the loaded dataset |
| Brier Payne Meade | INSURANCE PROVIDER | $24,958 | not reported in the loaded dataset |
| Ssc Cpas, P.A. | PLAN AUDITOR | $18,800 | not reported in the loaded dataset |
| Nikki Steinbach | EMPLOYEE | $17,091 | not reported in the loaded dataset |
| Berberich Trahan & Co, Pa | ACCOUNTANTS | $16,320 | not reported in the loaded dataset |
| Pitney Bowes Bank Inc | N/A | $13,000 | not reported in the loaded dataset |
| Bmo Harris Bank | CUSTODIAL | $12,423 | not reported in the loaded dataset |
| Asmed | N/A | $10,285 | not reported in the loaded dataset |
| Advantage Print Source | PRINTING SERVICES | $9,262 | not reported in the loaded dataset |
| Benefits Management Group | N/A | $8,088 | not reported in the loaded dataset |
| Industrial Supply Solutions Inc | N/A | $7,066 | not reported in the loaded dataset |
| Adrian Gomez | EMPLOYEE | $5,164 | not reported in the loaded dataset |
| Marquette Associates | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |