2023 Form 5500 filing — National Allied Workers Union Insurance Trust
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 20250115144536NAL0012790659003) for National Allied Workers Union Insurance Trust, reported by Board Of Trustees, National Allied Worke under EIN 36-2241970 and plan number 501. It reports 693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115144536NAL0012790659003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, National Allied Worke
- EIN
- 36-2241970
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 693
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,495,497
- Total liabilities (EOY)
- $1,149,593
- Net assets (EOY)
- $5,345,904
- Employer contributions
- $8,703,127
- Total income / additions
- $8,993,632
- Benefits paid
- $8,213,612
- Administrative expenses
- $395,364
- Total expenses
- $8,608,976
- Net increase / (decrease)
- $384,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aither Health, LLC | NONE | $6,384,101 | not reported in the loaded dataset |
| Vitori Health | NONE | $328,642 | not reported in the loaded dataset |
| Aegis Administrative Services, Inc. | NONE | $271,533 | not reported in the loaded dataset |
| Cbiz | BROKER | $215,713 | not reported in the loaded dataset |
| Cbiz | GENERAL AGENT | $92,307 | not reported in the loaded dataset |
| Reilly, Penner & Benton Llp | NONE | $38,100 | not reported in the loaded dataset |
| Rbc Capital | NONE | $15,031 | not reported in the loaded dataset |
| William Einhorn | NONE | $12,175 | not reported in the loaded dataset |
| Jacobs Burns Orlove & Hernandez | NONE | $11,566 | not reported in the loaded dataset |