2023 Form 5500 filing — Local No. 1 Health 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 20250328172039NAL0001516961001) for Local No. 1 Health Fund, reported by Local 1 Health Fund under EIN 36-2525603 and plan number 501. It reports 5,920 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328172039NAL0001516961001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 1 Health Fund
- EIN
- 36-2525603
- Plan number
- 501
- Location
- Downers Grove, IL
- Participants
- 5,920
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,026,944
- Total liabilities (EOY)
- $13,374,207
- Net assets (EOY)
- $100,652,737
- Employer contributions
- $81,899,310
- Participant contributions
- $4,015,676
- Total income / additions
- $95,177,283
- Benefits paid
- $88,811,339
- Administrative expenses
- $2,196,074
- Total expenses
- $91,007,413
- Net increase / (decrease)
- $4,169,870
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Care Service Corp. | NONE | $2,306,123 | $0 |
| Wilson-Mcshane Corporation | NONE | $1,428,100 | not reported in the loaded dataset |
| Valenz Health | NONE | $206,760 | not reported in the loaded dataset |
| Remedy Analytics Inc. | NONE | $138,333 | not reported in the loaded dataset |
| Delta Dental Of Illinois | NONE | $135,523 | not reported in the loaded dataset |
| National Investment Services, Inc. | NONE | $125,636 | not reported in the loaded dataset |
| Laner Muchin, Ltd. | NONE | $121,682 | not reported in the loaded dataset |
| Cvs Health | NONE | $94,273 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $93,017 | not reported in the loaded dataset |
| Employee Resource Systems, Inc. | NONE | $59,502 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $50,055 | $0 |
| Cheiron Inc | NONE | $33,881 | not reported in the loaded dataset |
| The Segal Company (Midwest) | NONE | $26,225 | not reported in the loaded dataset |
| Asher, Gittler & D'Alba, Ltd. | NONE | $18,636 | not reported in the loaded dataset |
| Northern Trust | NONE | $13,220 | $0 |
| Segal Marco Consulting | NONE | $13,125 | not reported in the loaded dataset |
| Hunt Insurance | NONE | $0 | $6,780 |
| Sommers & Fahrenbach | NONE | $5,429 | not reported in the loaded dataset |