2023 Form 5500 filing — Health And Welfare Trust Local No. 743
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 20241122171113NAL0000878483002) for Health And Welfare Trust Local No. 743, reported by Board Of Trustees Health And Welfare Trust Local No. 743 under EIN 36-6076696 and plan number 501. It reports 1,004 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122171113NAL0000878483002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Health And Welfare Trust Local No. 743
- EIN
- 36-6076696
- Plan number
- 501
- Location
- Schaumburg, IL
- Participants
- 1,004
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,190,104
- Total liabilities (EOY)
- $30,462
- Net assets (EOY)
- $6,159,642
- Employer contributions
- $7,299,807
- Participant contributions
- $28,802
- Total income / additions
- $8,065,912
- Benefits paid
- $7,521,023
- Administrative expenses
- $285,429
- Total expenses
- $7,806,452
- Net increase / (decrease)
- $259,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Consulting | NONE | $55,483 | not reported in the loaded dataset |
| Group Administrators | NONE | $51,796 | $0 |
| Calibre Cpa Group, Pllc | NONE | $39,196 | not reported in the loaded dataset |
| Laner Muchin, Ltd | NONE | $31,665 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $27,081 | $0 |
| Teamsters Local No. 743 Union | SPONSORING UNION | $14,364 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $10,735 | $0 |