2023 Form 5500 filing — Mid-America Carpenters Regional Council Health Fun
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 20250213131230NAL0011802867001) for Mid-America Carpenters Regional Council Health Fun, reported by Board Of Trustees Of Mid-America Carpenters Regional Council Health Fu under EIN 36-6597428 and plan number 501. It reports 20,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213131230NAL0011802867001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Mid-America Carpenters Regional Council Health Fu
- EIN
- 36-6597428
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 20,001
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $921,762,741
- Total liabilities (EOY)
- $52,876,862
- Net assets (EOY)
- $868,885,879
- Employer contributions
- $242,014,385
- Participant contributions
- $58,553,326
- Total income / additions
- $379,478,048
- Benefits paid
- $344,514,773
- Administrative expenses
- $11,542,888
- Total expenses
- $356,057,661
- Net increase / (decrease)
- $23,420,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $4,428,647 | $0 |
| Premise Health Systems, Inc. | NONE | $2,510,200 | not reported in the loaded dataset |
| Midwest Coalition Of Labor | NONE | $2,107,214 | not reported in the loaded dataset |
| Express Scripts | NONE | $674,702 | not reported in the loaded dataset |
| Mcgann Ketterman & Rioux | NONE | $620,859 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $457,997 | not reported in the loaded dataset |
| Segal | NONE | $425,679 | not reported in the loaded dataset |
| Lyra Health, Inc. | NONE | $422,620 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $416,679 | $0 |
| Optum Financial | NONE | $381,826 | $0 |
| Amalgamated Bank Of Chicago | NONE | $295,843 | $0 |
| Delta Dental Of Illinois | NONE | $263,223 | not reported in the loaded dataset |
| V Halsell | EMPLOYEE | $205,139 | not reported in the loaded dataset |
| K Guastaferri | EMPLOYEE | $199,307 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $187,855 | not reported in the loaded dataset |
| Remke Printing, Inc. | NONE | $184,813 | not reported in the loaded dataset |
| N Diaz | EMPLOYEE | $175,877 | not reported in the loaded dataset |
| Absolute Solutions, LLC | NONE | $171,528 | not reported in the loaded dataset |
| S Galindo | EMPLOYEE | $157,865 | not reported in the loaded dataset |
| S Cornejo-Magana | EMPLOYEE | $154,957 | not reported in the loaded dataset |
| L Powell | EMPLOYEE | $151,127 | not reported in the loaded dataset |
| L Cravion | EMPLOYEE | $148,825 | not reported in the loaded dataset |
| B Lesters | EMPLOYEE | $148,429 | not reported in the loaded dataset |
| M Zamudio | EMPLOYEE | $147,092 | not reported in the loaded dataset |
| M Crespo | EMPLOYEE | $139,854 | not reported in the loaded dataset |
| S Rivera | EMPLOYEE | $136,930 | not reported in the loaded dataset |
| A Gaines | EMPLOYEE | $135,833 | not reported in the loaded dataset |
| T Drogos | EMPLOYEE | $133,273 | not reported in the loaded dataset |
| B Radtke | EMPLOYEE | $125,821 | not reported in the loaded dataset |
| M Herrington | EMPLOYEE | $124,798 | not reported in the loaded dataset |
| Mcjessy Ching & Thompson, LLC | NONE | $124,622 | not reported in the loaded dataset |
| T Parson | EMPLOYEE | $124,600 | not reported in the loaded dataset |
| M Molloy | EMPLOYEE | $123,044 | not reported in the loaded dataset |
| L Martinez | EMPLOYEE | $121,961 | not reported in the loaded dataset |
| S Stigler | EMPLOYEE | $121,368 | not reported in the loaded dataset |
| D Mcghee | EMPLOYEE | $119,271 | not reported in the loaded dataset |
| M Ollie | EMPLOYEE | $118,976 | not reported in the loaded dataset |
| M Avila | EMPLOYEE | $118,282 | not reported in the loaded dataset |
| S Olinger | EMPLOYEE | $117,092 | not reported in the loaded dataset |
| K Weidman | EMPLOYEE | $116,209 | not reported in the loaded dataset |
| A Woloszczuk | EMPLOYEE | $116,137 | not reported in the loaded dataset |
| L Jones | EMPLOYEE | $116,021 | not reported in the loaded dataset |
| R Kelley | EMPLOYEE | $115,853 | not reported in the loaded dataset |
| K Diaz | EMPLOYEE | $115,437 | not reported in the loaded dataset |
| S Gasca | EMPLOYEE | $114,944 | not reported in the loaded dataset |
| R Wegner | EMPLOYEE | $113,652 | not reported in the loaded dataset |
| T Lopez | EMPLOYEE | $110,674 | not reported in the loaded dataset |
| D Drew | EMPLOYEE | $109,057 | not reported in the loaded dataset |
| Q Blakely | EMPLOYEE | $108,534 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren Sc | NONE | $108,018 | not reported in the loaded dataset |
| M Shoemaker | EMPLOYEE | $104,790 | not reported in the loaded dataset |
| J Ballentine | EMPLOYEE | $102,066 | not reported in the loaded dataset |
| S Mendoza | EMPLOYEE | $98,856 | not reported in the loaded dataset |
| J Conklin | EMPLOYEE | $97,288 | not reported in the loaded dataset |
| The Union Labor Life Insurance Co. | NONE | $94,900 | $0 |
| J Perfect | EMPLOYEE | $90,414 | not reported in the loaded dataset |
| Old National Bank | NONE | $84,496 | not reported in the loaded dataset |
| M Martinez | EMPLOYEE | $84,406 | not reported in the loaded dataset |
| J Garrett | EMPLOYEE | $83,360 | not reported in the loaded dataset |
| K Newell | EMPLOYEE | $82,593 | not reported in the loaded dataset |
| H Boswell | EMPLOYEE | $82,444 | not reported in the loaded dataset |
| M Villarreal | EMPLOYEE | $81,213 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $76,773 | not reported in the loaded dataset |
| A Bedolla | EMPLOYEE | $75,339 | not reported in the loaded dataset |
| T Hendrickson | EMPLOYEE | $69,393 | not reported in the loaded dataset |
| S Garcia | EMPLOYEE | $66,478 | not reported in the loaded dataset |
| D Garcia | EMPLOYEE | $65,405 | not reported in the loaded dataset |
| A Massuci | EMPLOYEE | $61,389 | not reported in the loaded dataset |
| R Miller | EMPLOYEE | $60,490 | not reported in the loaded dataset |
| S Munoz | EMPLOYEE | $55,097 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $50,126 | not reported in the loaded dataset |
| Northern Trust Global Investments | NONE | $49,800 | $0 |
| Insight Direct Usa, Inc. | NONE | $47,114 | not reported in the loaded dataset |
| Gary Perinar Jr. | TRUSTEE | $0 | $43,633 |
| G Frangos | EMPLOYEE | $41,425 | not reported in the loaded dataset |
| Tcm Security, Inc. | NONE | $32,000 | not reported in the loaded dataset |
| R Novoa | EMPLOYEE | $26,684 | not reported in the loaded dataset |
| Sommers & Fahrenbach, Inc. | NONE | $24,048 | not reported in the loaded dataset |
| Invesco Advisers Inc. | NONE | $24,043 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $20,000 | not reported in the loaded dataset |
| Advanced Resources Illinois LLC | NONE | $17,687 | not reported in the loaded dataset |
| The Wagner Law Group, Pc | NONE | $12,230 | not reported in the loaded dataset |
| Scalambrino & Arnoff, Llp | NONE | $11,295 | not reported in the loaded dataset |
| Arnold & Kadjan, Llp | NONE | $10,684 | not reported in the loaded dataset |
| Turnkey Technologies, Inc. | NONE | $9,581 | not reported in the loaded dataset |
| George Tuhowski Iii | TRUSTEE | $8,158 | $500 |
| Thomson Reuters | NONE | $7,692 | not reported in the loaded dataset |
| B&B Networks, Inc. | NONE | $5,507 | not reported in the loaded dataset |
| Amalgamated Medical Care Management | NONE | $5,024 | not reported in the loaded dataset |