2023 Form 5500 filing — Construction Workers Of Lake County Health Reimbursement Account Trust Fund
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 20250314100045NAL0013643395001) for Construction Workers Of Lake County Health Reimbursement Account Trust Fund, reported by Trustees Of Construction Workers Of Lake Co Health Reimbursement Accou under EIN 47-4459297 and plan number 501. It reports 4,090 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314100045NAL0013643395001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Construction Workers Of Lake Co Health Reimbursement Accou
- EIN
- 47-4459297
- Plan number
- 501
- Location
- Merrillville, IN
- Participants
- 4,090
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,768,532
- Total liabilities (EOY)
- $145,317
- Net assets (EOY)
- $7,623,215
- Employer contributions
- $1,776,810
- Total income / additions
- $2,203,632
- Benefits paid
- $140,279
- Administrative expenses
- $128,637
- Total expenses
- $268,916
- Net increase / (decrease)
- $1,934,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Professionals Llp | NONE | $12,337 | not reported in the loaded dataset |
| Asher Gittler & Dalba Ltd | NONE | $10,500 | not reported in the loaded dataset |