2023 Form 5500 filing — Birmingham P & S Local Union No. 91 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 20241210100007NAL0006280915001) for Birmingham P & S Local Union No. 91 Welfare Fund, reported by Board Of Trustees Of The Birmingham P & S Lu 91 Welfare Fd under EIN 63-0461410 and plan number 501. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210100007NAL0006280915001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Birmingham P & S Lu 91 Welfare Fd
- EIN
- 63-0461410
- Plan number
- 501
- Location
- Birmingham, AL
- Participants
- 396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,113,699
- Total liabilities (EOY)
- $310,455
- Net assets (EOY)
- $5,803,244
- Employer contributions
- $4,979,287
- Participant contributions
- $163,123
- Total income / additions
- $5,908,463
- Benefits paid
- $4,840,610
- Administrative expenses
- $707,831
- Total expenses
- $5,548,441
- Net increase / (decrease)
- $360,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $368,598 | not reported in the loaded dataset |
| Renee Wood | EMPLOYEE | $99,856 | not reported in the loaded dataset |
| Amber Locke | EMPLOYEE | $49,943 | not reported in the loaded dataset |
| The Segal Company | NONE | $42,468 | not reported in the loaded dataset |
| Ashley Snider | EMPLOYEE | $20,689 | not reported in the loaded dataset |
| Potter, Bryant & Moore, Pc | NONE | $13,735 | not reported in the loaded dataset |
| Intech Health Ventures | NONE | $8,873 | not reported in the loaded dataset |
| Quinn Conner Weaver Davies & Rouco | NONE | $8,016 | not reported in the loaded dataset |
| Standard Valuations | NONE | $8,000 | not reported in the loaded dataset |