2023 Form 5500 filing — Construction Industry Health And Welfare Plan
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 20250213103007NAL0012460691001) for Construction Industry Health And Welfare Plan, reported by Construction Industry Health And Welfare Trust under EIN 61-6058688 and plan number 501. It reports 1,592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213103007NAL0012460691001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Construction Industry Health And Welfare Trust
- EIN
- 61-6058688
- Plan number
- 501
- Location
- Lexington, KY
- Participants
- 1,592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,419,881
- Total liabilities (EOY)
- $1,250,056
- Net assets (EOY)
- $14,169,825
- Employer contributions
- $24,860,205
- Participant contributions
- $154,379
- Total income / additions
- $25,853,657
- Benefits paid
- $22,661,019
- Administrative expenses
- $1,024,366
- Total expenses
- $23,685,385
- Net increase / (decrease)
- $2,168,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr | CONTRACT ADMIN/CONSULTING | $903,144 | not reported in the loaded dataset |
| Central Bank & Trust Company | INVESTMENT MANAGER | $41,519 | not reported in the loaded dataset |
| Pnc Institutional Investments | INVESTMENT MANAGER | $21,039 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $16,000 | not reported in the loaded dataset |