2023 Form 5500 filing — U.A. Local Union No. 125 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 20241216095953NAL0000821939001) for U.A. Local Union No. 125 Health And Welfare Fund, reported by Board Of Trustees U.A. Local Union No. 125 Health And Welfare Fund under EIN 42-6247352 and plan number 501. It reports 931 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216095953NAL0000821939001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees U.A. Local Union No. 125 Health And Welfare Fund
- EIN
- 42-6247352
- Plan number
- 501
- Location
- Cedar Rapids, IA
- Participants
- 931
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,423,236
- Total liabilities (EOY)
- $1,890,298
- Net assets (EOY)
- $44,532,938
- Employer contributions
- $19,879,395
- Participant contributions
- $563,609
- Total income / additions
- $24,186,369
- Benefits paid
- $15,105,287
- Administrative expenses
- $1,372,301
- Total expenses
- $16,477,588
- Net increase / (decrease)
- $7,708,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $363,172 | not reported in the loaded dataset |
| Eastern Iowa Fringe Benefits Funds | CONTRACT ADMINISTRATOR | $348,240 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren, S.C. | NONE | $123,349 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $73,485 | not reported in the loaded dataset |
| United Actuarial Services Inc. | NONE | $63,150 | not reported in the loaded dataset |
| Express Scripts, Inc | NONE | $50,855 | not reported in the loaded dataset |
| Meketa Investment Group, Inc. | NONE | $24,000 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $8,587 | not reported in the loaded dataset |