2023 Form 5500 filing — District No. 9, International Association Of Machinsts And Aerospace Workers Welfare Trust
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 20250509160414NAL0008855939001) for District No. 9, International Association Of Machinsts And Aerospace Workers Welfare Trust, reported by Trustees Of Dist. No. 9 Int'L Assoc Of Machinists Welfare Trust under EIN 43-0648504 and plan number 501. It reports 3,779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250509160414NAL0008855939001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Dist. No. 9 Int'L Assoc Of Machinists Welfare Trust
- EIN
- 43-0648504
- Plan number
- 501
- Location
- Bridgeton, MO
- Participants
- 3,779
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $189,373,214
- Total liabilities (EOY)
- $9,006,193
- Net assets (EOY)
- $180,367,021
- Employer contributions
- $64,632,965
- Participant contributions
- $303,909
- Total income / additions
- $76,750,453
- Benefits paid
- $57,434,911
- Administrative expenses
- $3,463,952
- Total expenses
- $60,898,863
- Net increase / (decrease)
- $15,851,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain | PROVIDER NETWORK ADMIN | $1,356,426 | not reported in the loaded dataset |
| Express Scripts | PHARMACY BENEFIT ADMIN | $404,772 | not reported in the loaded dataset |
| Carelon | PHARMACY BENEFIT ADMIN | $189,091 | not reported in the loaded dataset |
| Debbie Watson | EMPLOYEE | $111,748 | not reported in the loaded dataset |
| Delta Dental Of Missouri | DENTAL CARRIER | $106,672 | not reported in the loaded dataset |
| David Dejarnett | EMPLOYEE | $94,705 | not reported in the loaded dataset |
| Burr Oak Consulting LLC | CONSULTING | $79,126 | not reported in the loaded dataset |
| Macquire | INVESTMENT MANAGER | $75,539 | $0 |
| Kelly Brown | EMPLOYEE | $61,263 | not reported in the loaded dataset |
| Scheffel Boyle | AUDITOR | $56,150 | not reported in the loaded dataset |
| Boyd Watterson | INVESTMENT MANAGER | $55,843 | not reported in the loaded dataset |
| Angela Chapman | EMPLOYEE | $54,820 | not reported in the loaded dataset |
| Cynthia Pannier | EMPLOYEE | $49,581 | not reported in the loaded dataset |
| Maria Arras | EMPLOYEE | $49,497 | not reported in the loaded dataset |
| Tammie Bell | EMPLOYEE | $48,403 | not reported in the loaded dataset |
| Kathleen Suedkamp | EMPLOYEE | $48,344 | not reported in the loaded dataset |
| Kathy Lee | EMPLOYEE | $48,337 | not reported in the loaded dataset |
| Megan Mccann | EMPLOYEE | $48,337 | not reported in the loaded dataset |
| Tracie Misuraco | EMPLOYEE | $48,281 | not reported in the loaded dataset |
| Ashtyn Fulhorst | EMPLOYEE | $48,255 | not reported in the loaded dataset |
| Jessica Armistead | EMPLOYEE | $48,248 | not reported in the loaded dataset |
| Annette Husemann | EMPLOYEE | $48,091 | not reported in the loaded dataset |
| Richard Knorr | EMPLOYEE | $47,662 | not reported in the loaded dataset |
| Amy Farmer | EMPLOYEE | $47,191 | not reported in the loaded dataset |
| Kelly Wells | EMPLOYEE | $47,184 | not reported in the loaded dataset |
| Remoria Miller | EMPLOYEE | $47,159 | not reported in the loaded dataset |
| Julie Yarck | EMPLOYEE | $46,491 | not reported in the loaded dataset |
| Aetna | PLAN ADMINISTRATOR | $45,300 | not reported in the loaded dataset |
| Slc Management | INVESTMENT MANAGER | $43,583 | not reported in the loaded dataset |
| Hammond & Shinners P.C. | FUND ATTORNEY | $43,158 | not reported in the loaded dataset |
| Health Gauge | WELLNESS/SCREENINGS | $35,444 | not reported in the loaded dataset |
| Enterprise Bank | BANK FEES | $28,773 | not reported in the loaded dataset |
| Julie Preis | EMPLOYEE | $22,255 | not reported in the loaded dataset |
| Mercy Occupational Health | NONE | $20,045 | not reported in the loaded dataset |
| Invesco Advisors Inc | INVESTMENT MANAGER | $19,605 | $0 |
| Danielle Devan | EMPLOYEE | $17,770 | not reported in the loaded dataset |
| Investment Consulting Services LLC | INVESTMENT CONSULTANT | $17,500 | not reported in the loaded dataset |
| Wilmington Trust | INVESTMENT CONSULTANT | $13,500 | $0 |
| Cuni, Rust & Strenk | ACTUARY | $13,000 | not reported in the loaded dataset |
| Rhumbline Advisers | INVESTMENT MANAGER | $12,108 | $0 |