2023 Form 5500 filing — Southern Il Laborers & Employers Health & Welfare
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 20250513173506NAL0040546146001) for Southern Il Laborers & Employers Health & Welfare, reported by Board Of Trustees Southern Il Laborers & Employers Health & Welfare Pl under EIN 37-1037101 and plan number 501. It reports 846 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250513173506NAL0040546146001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Southern Il Laborers & Employers Health & Welfare Pl
- EIN
- 37-1037101
- Plan number
- 501
- Location
- Marion, IL
- Participants
- 846
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,847,731
- Total liabilities (EOY)
- $3,826,865
- Net assets (EOY)
- $19,020,866
- Employer contributions
- $14,090,867
- Participant contributions
- $6,768,774
- Total income / additions
- $22,626,479
- Benefits paid
- $17,605,194
- Administrative expenses
- $1,586,952
- Total expenses
- $19,192,146
- Net increase / (decrease)
- $3,434,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee 3 | EMPLOYEE | $169,891 | not reported in the loaded dataset |
| Employee 1 | EMPLOYEE | $157,082 | not reported in the loaded dataset |
| Employee 4 | EMPLOYEE | $109,092 | not reported in the loaded dataset |
| Employee 6 | EMPLOYEE | $107,056 | not reported in the loaded dataset |
| Employee 7 | EMPLOYEE | $82,174 | not reported in the loaded dataset |
| Employee 2 | EMPLOYEE | $75,324 | not reported in the loaded dataset |
| The Segal Company (Midwest), Inc | NONE | $71,864 | not reported in the loaded dataset |
| Midwest Region Health & Safety Fund | NONE | $70,101 | not reported in the loaded dataset |
| Savrx | NONE | $54,099 | not reported in the loaded dataset |
| Cavanagh & Ohara, Llp | NONE | $40,285 | not reported in the loaded dataset |
| Employee 5 | EMPLOYEE | $39,288 | not reported in the loaded dataset |
| Central Laborers Pension Fund | NONE | $32,353 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $29,875 | not reported in the loaded dataset |
| Perspectives, Ltd | NONE | $19,701 | not reported in the loaded dataset |
| Marquette Associates | NONE | $11,000 | not reported in the loaded dataset |