2023 Form 5500 filing — Chicago & Vicinity Laborers' District Council Retiree Health & 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 20250313161921NAL0021128401002) for Chicago & Vicinity Laborers' District Council Retiree Health & Welfare Plan, reported by Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund under EIN 46-5243652 and plan number 501. It reports 5,706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313161921NAL0021128401002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund
- EIN
- 46-5243652
- Plan number
- 501
- Location
- Westchester, IL
- Participants
- 5,706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $771,101,679
- Total liabilities (EOY)
- $11,523,807
- Net assets (EOY)
- $759,577,872
- Employer contributions
- $106,650,628
- Participant contributions
- $7,890,885
- Total income / additions
- $211,950,190
- Benefits paid
- $101,089,481
- Administrative expenses
- $6,927,154
- Total expenses
- $108,016,635
- Net increase / (decrease)
- $103,933,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthcare Service Corporation | NONE | $922,808 | $0 |
| Zelis Payments Holdings LLC | NONE | $291,535 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $251,392 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $235,542 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $206,761 | not reported in the loaded dataset |
| National Inv. Serv. Of America LLC | NONE | $140,573 | not reported in the loaded dataset |
| Delta Dental Plan Of Illinois | NONE | $130,771 | not reported in the loaded dataset |
| Vitech Systems Group Inc | NONE | $122,430 | not reported in the loaded dataset |
| The Segal Company | NONE | $120,773 | not reported in the loaded dataset |
| J.P. Morgan Investment Management | NONE | $119,115 | $0 |
| R. Torano | EMPLOYEE | $114,302 | not reported in the loaded dataset |
| P. Wallace | EMPLOYEE | $110,990 | not reported in the loaded dataset |
| Vsg Hosting | NONE | $100,658 | not reported in the loaded dataset |
| G. R. Liska | EMPLOYEE | $93,146 | not reported in the loaded dataset |
| L. Williams | EMPLOYEE | $92,723 | not reported in the loaded dataset |
| M. Christopher | EMPLOYEE | $91,878 | not reported in the loaded dataset |
| A. Carollo | EMPLOYEE | $89,831 | not reported in the loaded dataset |
| V. Hoang | EMPLOYEE | $89,744 | not reported in the loaded dataset |
| G. Harkness | EMPLOYEE | $86,745 | not reported in the loaded dataset |
| C. Wenskus | ADMINISTRATOR | $84,479 | not reported in the loaded dataset |
| R. Marcello | EMPLOYEE | $84,124 | not reported in the loaded dataset |
| S. Schumann | EMPLOYEE | $83,409 | not reported in the loaded dataset |
| J. Gilleran | EMPLOYEE | $82,250 | not reported in the loaded dataset |
| A. Grossi | EMPLOYEE | $79,168 | not reported in the loaded dataset |
| Bny Mellon | NONE | $79,052 | $0 |
| Y. Meltser | EMPLOYEE | $75,274 | not reported in the loaded dataset |
| C. Pisani | EMPLOYEE | $73,434 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $72,743 | not reported in the loaded dataset |
| R. Lacey | EMPLOYEE | $69,757 | not reported in the loaded dataset |
| T. Marshall | EMPLOYEE | $69,679 | not reported in the loaded dataset |
| Fis Workflow Solutions | NONE | $69,533 | not reported in the loaded dataset |
| Allison, Slutsky & Kennedy, Pc | NONE | $68,726 | not reported in the loaded dataset |
| S. Cheung | EMPLOYEE | $68,432 | not reported in the loaded dataset |
| K. Decianni | EMPLOYEE | $66,834 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $62,796 | not reported in the loaded dataset |
| D. Panzo | EMPLOYEE | $61,090 | not reported in the loaded dataset |
| J. Suero | EMPLOYEE | $59,769 | not reported in the loaded dataset |
| M. Mills | EMPLOYEE | $58,945 | not reported in the loaded dataset |
| D. Williams | EMPLOYEE | $57,445 | not reported in the loaded dataset |
| L. Andrade | EMPLOYEE | $54,563 | not reported in the loaded dataset |
| M. Peck | EMPLOYEE | $54,271 | not reported in the loaded dataset |
| S. Pagurko | EMPLOYEE | $53,994 | not reported in the loaded dataset |
| L. Howard | EMPLOYEE | $53,802 | not reported in the loaded dataset |
| P. Lombardi | EMPLOYEE | $52,369 | not reported in the loaded dataset |
| K. Jackson | EMPLOYEE | $52,339 | not reported in the loaded dataset |
| S. Collins | EMPLOYEE | $51,698 | not reported in the loaded dataset |
| M. Cannella | EMPLOYEE | $51,293 | not reported in the loaded dataset |
| N. Galluzzi | EMPLOYEE | $50,814 | not reported in the loaded dataset |
| E. Mckinley | EMPLOYEE | $50,772 | not reported in the loaded dataset |
| J. Colletti | EMPLOYEE | $50,489 | not reported in the loaded dataset |
| K. Burdine | EMPLOYEE | $49,791 | not reported in the loaded dataset |
| J. Caprio | EMPLOYEE | $49,191 | not reported in the loaded dataset |
| D. Trillo Colon | EMPLOYEE | $48,893 | not reported in the loaded dataset |
| Y. Blanchard | EMPLOYEE | $48,860 | not reported in the loaded dataset |
| L. Nieves | EMPLOYEE | $48,754 | not reported in the loaded dataset |
| R. Mohica | EMPLOYEE | $48,421 | not reported in the loaded dataset |
| V. Adeszko | EMPLOYEE | $46,932 | not reported in the loaded dataset |
| T. Maciel | EMPLOYEE | $46,300 | not reported in the loaded dataset |
| J. Thomas | EMPLOYEE | $46,257 | not reported in the loaded dataset |
| S. Specht | EMPLOYEE | $46,039 | not reported in the loaded dataset |
| M. Varchetto | EMPLOYEE | $45,807 | not reported in the loaded dataset |
| R. Bosque-Ovalle | EMPLOYEE | $45,779 | not reported in the loaded dataset |
| J. Corrozzo | EMPLOYEE | $45,725 | not reported in the loaded dataset |
| M. Cornejo | EMPLOYEE | $45,080 | not reported in the loaded dataset |
| K. Flores | EMPLOYEE | $44,516 | not reported in the loaded dataset |
| K. Bosque | EMPLOYEE | $44,248 | not reported in the loaded dataset |
| O. Colon | EMPLOYEE | $43,584 | not reported in the loaded dataset |
| G. Arevalo | EMPLOYEE | $43,443 | not reported in the loaded dataset |
| B. Mcanally | EMPLOYEE | $43,275 | not reported in the loaded dataset |
| J. Croasdale | EMPLOYEE | $43,090 | not reported in the loaded dataset |
| K. Nason | EMPLOYEE | $43,075 | not reported in the loaded dataset |
| K. Earley | EMPLOYEE | $43,015 | not reported in the loaded dataset |
| C. Ford | EMPLOYEE | $42,841 | not reported in the loaded dataset |
| M. Quezada | EMPLOYEE | $42,143 | not reported in the loaded dataset |
| S. Breckenridge | EMPLOYEE | $41,297 | not reported in the loaded dataset |
| C. Cruz | EMPLOYEE | $40,874 | not reported in the loaded dataset |
| D. Giannola | EMPLOYEE | $40,287 | not reported in the loaded dataset |
| W. Figueroa | EMPLOYEE | $40,168 | not reported in the loaded dataset |
| Comerica Bank | NONE | $39,735 | $0 |
| V. Munoz | EMPLOYEE | $39,076 | not reported in the loaded dataset |
| M. Truesdale | EMPLOYEE | $38,983 | not reported in the loaded dataset |
| K. Fluck | EMPLOYEE | $38,594 | not reported in the loaded dataset |
| L. Lopez | EMPLOYEE | $37,732 | not reported in the loaded dataset |
| Marquette Associates Inc | NONE | $37,500 | not reported in the loaded dataset |
| M. Lopez | EMPLOYEE | $37,003 | not reported in the loaded dataset |
| E. Cardenas | EMPLOYEE | $36,715 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $36,206 | not reported in the loaded dataset |
| A. Sanchez Gonzalez | EMPLOYEE | $32,247 | not reported in the loaded dataset |
| C. Anderson | EMPLOYEE | $31,378 | not reported in the loaded dataset |
| Compsych | NONE | $31,020 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren, S.C. | NONE | $28,214 | not reported in the loaded dataset |
| G. Rhoades | EMPLOYEE | $26,579 | not reported in the loaded dataset |
| Parametric Portfolio Assoc. LLC | NONE | $26,331 | not reported in the loaded dataset |
| Abm Industries Inc. | NONE | $20,170 | not reported in the loaded dataset |
| Dowd Bloch Bennett Cervone Et Al | NONE | $18,107 | not reported in the loaded dataset |
| Dahme Mechanical Industries | NONE | $10,728 | not reported in the loaded dataset |
| The Daniel And Henry Co. | NONE | $0 | $9,294 |
| Access Information | NONE | $7,449 | not reported in the loaded dataset |
| Richard J. Wolf & Co., Inc. | NONE | $5,269 | not reported in the loaded dataset |