2023 Form 5500 filing — Local 731, I.B. Of T., Health And 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 20250410105205NAL0011711827001) for Local 731, I.B. Of T., Health And Welfare Fund, reported by Local No. 731 I B Of T Health And Welfare Fund under EIN 36-2392752 and plan number 501. It reports 3,933 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410105205NAL0011711827001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local No. 731 I B Of T Health And Welfare Fund
- EIN
- 36-2392752
- Plan number
- 501
- Location
- Burr Ridge, IL
- Participants
- 3,933
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,398,699
- Total liabilities (EOY)
- $6,697,635
- Net assets (EOY)
- $113,701,064
- Employer contributions
- $64,290,554
- Participant contributions
- $9,749,114
- Total income / additions
- $84,225,255
- Benefits paid
- $71,689,341
- Administrative expenses
- $2,695,242
- Total expenses
- $74,384,583
- Net increase / (decrease)
- $9,840,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,985,868 | $0 |
| Payd Health | NONE | $1,027,448 | not reported in the loaded dataset |
| Empirx Health | NONE | $644,158 | not reported in the loaded dataset |
| Pat Saenz | EMPLOYEE | $140,712 | not reported in the loaded dataset |
| Rich Clarson | ADMINISTRATOR | $130,805 | not reported in the loaded dataset |
| Valenz | NONE | $117,077 | not reported in the loaded dataset |
| Dowd, Bloch, Bennett Et Al | NONE | $115,082 | not reported in the loaded dataset |
| National Investment Services, Inc. | NONE | $109,680 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $89,666 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius | NONE | $88,830 | not reported in the loaded dataset |
| Delta Dental | NONE | $87,392 | not reported in the loaded dataset |
| Michael Wainscott | EMPLOYEE | $85,121 | not reported in the loaded dataset |
| Red Card Systems, LLC | NONE | $80,639 | not reported in the loaded dataset |
| Macnell Accounting & Consulting Llp | NONE | $79,024 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $67,212 | not reported in the loaded dataset |
| Therisa Gonzalez | EMPLOYEE | $65,122 | not reported in the loaded dataset |
| Tfbc, LLC | NONE | $65,048 | not reported in the loaded dataset |
| Bond Brothers | NONE | $63,854 | not reported in the loaded dataset |
| Preferred Network Access, Inc. | NONE | $60,325 | not reported in the loaded dataset |
| Joanne Saenz | EMPLOYEE | $58,623 | not reported in the loaded dataset |
| Hub International | NONE | $52,534 | not reported in the loaded dataset |
| Lasalle Consulting Partners, Inc. | NONE | $52,390 | not reported in the loaded dataset |
| Rita Budeselich | EMPLOYEE | $52,081 | not reported in the loaded dataset |
| Cindy Perna | EMPLOYEE | $51,627 | not reported in the loaded dataset |
| Veronica Correa | EMPLOYEE | $48,662 | not reported in the loaded dataset |
| Viveka Health | NONE | $48,079 | not reported in the loaded dataset |
| Jennifer Brandt | EMPLOYEE | $45,418 | not reported in the loaded dataset |
| Sheri Plos | EMPLOYEE | $43,233 | not reported in the loaded dataset |
| Sue Hawrysio | EMPLOYEE | $40,553 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $36,000 | not reported in the loaded dataset |
| Gina Benge | EMPLOYEE | $35,519 | not reported in the loaded dataset |
| Yolanda Fernandez | EMPLOYEE | $34,569 | not reported in the loaded dataset |
| Alicia Benson | EMPLOYEE | $32,869 | not reported in the loaded dataset |
| Investment Consulting Services | NONE | $30,000 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $14,689 | $0 |
| Greenlight | NONE | $12,995 | not reported in the loaded dataset |
| Old National Bancorp | NONE | $10,178 | not reported in the loaded dataset |
| Midwest Employee Benefit Funds | NONE | $8,430 | not reported in the loaded dataset |
| Davis Vision | NONE | $7,498 | not reported in the loaded dataset |
| Accurate Document Destruction | NONE | $6,921 | not reported in the loaded dataset |