2023 Form 5500 filing — Iron Workers Midwest Region Health And 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 20250411160935NAL0023500833001) for Iron Workers Midwest Region Health And Welfare Plan, reported by Iron Workers Midwest Region Health & Welfare Trust under EIN 36-2234288 and plan number 501. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411160935NAL0023500833001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iron Workers Midwest Region Health & Welfare Trust
- EIN
- 36-2234288
- Plan number
- 501
- Location
- Oak Brook, IL
- Participants
- 432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,049,876
- Total liabilities (EOY)
- $843,234
- Net assets (EOY)
- $9,206,642
- Employer contributions
- $9,162,340
- Participant contributions
- $21,491
- Total income / additions
- $9,710,830
- Benefits paid
- $8,235,988
- Administrative expenses
- $342,180
- Total expenses
- $8,578,168
- Net increase / (decrease)
- $1,132,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Care Service Corp (Bcbs) | NONE | $408,817 | $0 |
| Benefits Management Group, Inc | NONE | $174,668 | not reported in the loaded dataset |
| Diclaudio & Kramer LLC | NONE | $34,737 | not reported in the loaded dataset |
| Sav-Rx | NONE | $33,829 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $30,320 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $21,774 | not reported in the loaded dataset |
| Withumsmith+Brown | NONE | $19,545 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $10,000 | not reported in the loaded dataset |
| James V Gallery & Associates | NONE | $8,000 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $7,532 | $0 |
| Marco, Mcguire & Arreola, LLC | NONE | $6,954 | not reported in the loaded dataset |