2023 Form 5500 filing — Iuoe Local 399 Health And Welfare 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 20250308172423NAL0008302115004) for Iuoe Local 399 Health And Welfare Trust, reported by Trustees Of Iuoe Local 399 Health And Welfare Trust under EIN 36-6198426 and plan number 501. It reports 5,114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250308172423NAL0008302115004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Iuoe Local 399 Health And Welfare Trust
- EIN
- 36-6198426
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 5,114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,873,869
- Total liabilities (EOY)
- $11,990,785
- Net assets (EOY)
- $94,883,084
- Employer contributions
- $79,935,872
- Participant contributions
- $693,877
- Total income / additions
- $90,500,281
- Benefits paid
- $76,997,698
- Administrative expenses
- $1,087,860
- Total expenses
- $78,085,558
- Net increase / (decrease)
- $12,414,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Sheild Of Illinois | NONE | $2,471,318 | $4,089 |
| Elite Admin & Insurance Group, Inc. | NONE | $804,027 | not reported in the loaded dataset |
| Preferred Network Access, Inc. | NONE | $197,984 | not reported in the loaded dataset |
| Carrie Gath | EMPLOYEE | $196,777 | not reported in the loaded dataset |
| Valenz | NONE | $137,681 | not reported in the loaded dataset |
| Veronica Mister | EMPLOYEE | $119,198 | not reported in the loaded dataset |
| Delta Dental Of Il | NONE | $106,692 | not reported in the loaded dataset |
| Optum Rx, Inc. | NONE | $64,141 | $40,630 |
| Claudia Erazo | EMPLOYEE | $93,205 | not reported in the loaded dataset |
| Laura Whiteford | EMPLOYEE | $81,174 | not reported in the loaded dataset |
| Mesirow Financial Investment Mgt | NONE | $68,774 | not reported in the loaded dataset |
| Recovery Services, Inc. | NONE | $61,257 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $59,977 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $53,894 | not reported in the loaded dataset |
| Aon Investments, Usa | NONE | $45,000 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $39,372 | not reported in the loaded dataset |
| Absolute Solutions, LLC | NONE | $38,490 | not reported in the loaded dataset |
| Foster & Foster, Inc. | NONE | $37,473 | not reported in the loaded dataset |
| Twentyfour7 Media & Promotions, Inc | NONE | $27,250 | not reported in the loaded dataset |
| Layer 7 Systems, LLC | NONE | $13,991 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $11,315 | $0 |
| Us Bank N.A. | NONE | $10,606 | $0 |
| Green Light | NONE | $5,224 | not reported in the loaded dataset |