2023 Form 5500 filing — Welfare Fund Of Engineers Local 513
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 20250213091730NAL0037229408001) for Welfare Fund Of Engineers Local 513, reported by Welfare Fund Of Engineers Local Union 513 under EIN 43-6071748 and plan number 501. It reports 3,978 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213091730NAL0037229408001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Welfare Fund Of Engineers Local Union 513
- EIN
- 43-6071748
- Plan number
- 501
- Location
- Bridgeton, MO
- Participants
- 3,978
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,055,377
- Total liabilities (EOY)
- $4,436,958
- Net assets (EOY)
- $128,618,419
- Employer contributions
- $52,124,152
- Participant contributions
- $6,295,193
- Total income / additions
- $76,002,627
- Benefits paid
- $61,936,591
- Administrative expenses
- $3,360,841
- Total expenses
- $65,297,432
- Net increase / (decrease)
- $10,705,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $1,114,407 | not reported in the loaded dataset |
| Everside Health LLC | NONE | $950,842 | not reported in the loaded dataset |
| Delta Dental | NONE | $157,659 | not reported in the loaded dataset |
| Milliman Usa | NONE | $99,000 | not reported in the loaded dataset |
| National Investment Services | NONE | $76,269 | not reported in the loaded dataset |
| Local 513 | RELATED ADMINISTRATOR | $55,833 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $53,908 | not reported in the loaded dataset |
| Construction Data Services | NONE | $39,468 | not reported in the loaded dataset |
| Boston Trust Walden Company | NONE | $34,864 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Llp | NONE | $29,588 | not reported in the loaded dataset |
| Hartnett Reyes-Jones | NONE | $27,002 | not reported in the loaded dataset |
| Withumsmith & Brown | NONE | $22,000 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $20,000 | not reported in the loaded dataset |
| The Commerce Trust Company | NONE | $18,351 | not reported in the loaded dataset |
| Bryan Cave Leighton Paisner LLC | NONE | $13,200 | not reported in the loaded dataset |
| Bmo Harris8713 | NONE | $8,713 | not reported in the loaded dataset |