2023 Form 5500 filing — Smart Local 265 Welfare 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 20250409095541NAL0019726897001) for Smart Local 265 Welfare Fund, reported by Trustees Of The Smart Local 265 Welfare Fund under EIN 36-2356062 and plan number 501. It reports 1,936 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409095541NAL0019726897001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Smart Local 265 Welfare Fund
- EIN
- 36-2356062
- Plan number
- 501
- Location
- Carol Stream, IL
- Participants
- 1,936
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,447,122
- Total liabilities (EOY)
- $16,525,455
- Net assets (EOY)
- $24,921,667
- Employer contributions
- $31,221,100
- Participant contributions
- $2,481,966
- Total income / additions
- $36,013,460
- Benefits paid
- $30,971,198
- Administrative expenses
- $5,856,785
- Total expenses
- $36,827,983
- Net increase / (decrease)
- -$814,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marathon Health LLC | NONE | $1,192,174 | not reported in the loaded dataset |
| Health Care Services Corp (Bc/Bs) | NONE | $854,208 | $0 |
| Valenz Care | NONE | $543,238 | not reported in the loaded dataset |
| Express Scripts, Inc | NONE | $479,157 | not reported in the loaded dataset |
| Union Eyes | NONE | $471,928 | not reported in the loaded dataset |
| Brian Doxie | EMPLOYEE | $177,097 | not reported in the loaded dataset |
| The Segal Company | NONE | $164,235 | not reported in the loaded dataset |
| Kerry Mcmahon | EMPLOYEE | $123,068 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman | NONE | $116,896 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $110,969 | not reported in the loaded dataset |
| Jennifer Wingstedt | EMPLOYEE | $108,846 | not reported in the loaded dataset |
| Kellie Collins-Tittle | EMPLOYEE | $107,864 | not reported in the loaded dataset |
| Katie Eby | EMPLOYEE | $80,836 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $57,038 | not reported in the loaded dataset |
| Sage Advisory Services | NONE | $56,955 | not reported in the loaded dataset |
| Ernestine Garwacki | EMPLOYEE | $50,163 | not reported in the loaded dataset |
| Absolute Solutions LLC | NONE | $49,743 | not reported in the loaded dataset |
| Truhearing | NONE | $41,346 | not reported in the loaded dataset |
| Jeannie Pastrana | EMPLOYEE | $38,674 | not reported in the loaded dataset |
| Bond Brothers | NONE | $36,834 | not reported in the loaded dataset |
| Denise Bingham | EMPLOYEE | $34,176 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $34,057 | not reported in the loaded dataset |
| Employee Resource Systems | NONE | $32,053 | not reported in the loaded dataset |
| Delta Dental Of Illinois | NONE | $30,183 | not reported in the loaded dataset |
| Empist | NONE | $17,428 | not reported in the loaded dataset |
| Datamation | NONE | $9,396 | not reported in the loaded dataset |
| Morgan Birge & Assoc | NONE | $8,568 | not reported in the loaded dataset |
| John Daniel | TRUSTEE | $7,544 | not reported in the loaded dataset |
| Eye Med | NONE | $7,259 | not reported in the loaded dataset |
| Windy City Networks | NONE | $6,988 | not reported in the loaded dataset |
| Legacy Professionals | NONE | $6,543 | not reported in the loaded dataset |
| Comerica | NONE | $2,289 | $0 |