2023 Form 5500 filing — Indiana Union Construction Industry Substance Abuse 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 20250204093013NAL0008298945001) for Indiana Union Construction Industry Substance Abuse Trust Fund, reported by Indiana Union Construction Industry Substance Abuse Trust Fund under EIN 38-3656895 and plan number 501. It reports 14,499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204093013NAL0008298945001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Indiana Union Construction Industry Substance Abuse Trust Fund
- EIN
- 38-3656895
- Plan number
- 501
- Location
- Indianapolis, IN
- Participants
- 14,499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,129,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,129,984
- Employer contributions
- $1,618,989
- Total income / additions
- $1,634,947
- Benefits paid
- $1,258,022
- Administrative expenses
- $50,921
- Total expenses
- $1,308,943
- Net increase / (decrease)
- $326,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iu Health Physicians | COUNSELING | $145,483 | not reported in the loaded dataset |
| M2 Performance Strategies | BOOKKEEPING | $107,563 | not reported in the loaded dataset |
| Katz, Sapper & Miller | AUDITOR | $22,825 | not reported in the loaded dataset |