2023 Form 5500 filing — United Steelworkers Afl-Cio-Clc Highway & Heavy Contractors Multi-Employer 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 20250613144507NAL0017974897001) for United Steelworkers Afl-Cio-Clc Highway & Heavy Contractors Multi-Employer Health And Welfare Plan, reported by United Steelworkers Of America Afl Highway & Heavy Board Of Trustees under EIN 23-7022628 and plan number 501. It reports 524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613144507NAL0017974897001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Steelworkers Of America Afl Highway & Heavy Board Of Trustees
- EIN
- 23-7022628
- Plan number
- 501
- Location
- Lexington, KY
- Participants
- 524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,632,691
- Total liabilities (EOY)
- $629,981
- Net assets (EOY)
- $11,002,710
- Employer contributions
- $4,518,678
- Participant contributions
- $806,861
- Total income / additions
- $6,280,026
- Benefits paid
- $5,207,318
- Administrative expenses
- $450,022
- Total expenses
- $5,657,340
- Net increase / (decrease)
- $622,686
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr | CONTRACT ADMINISTRATOR | $272,110 | not reported in the loaded dataset |
| Lori P Thornsberry | PLAN EMPLOYEE | $30,187 | not reported in the loaded dataset |
| Herzfeld Suetholz Gastel Leniski | ATTORNEY | $22,131 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | INVESTMENT CONSULTANT | $17,394 | not reported in the loaded dataset |
| Community Trust Bank | CUSTODIAN | $10,630 | not reported in the loaded dataset |
| Segal Bryant & Hamill | INVESTMENT MANAGER | $10,592 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $9,000 | not reported in the loaded dataset |
| Consulting And Risk Management Inc | CONSULTANT | $6,000 | not reported in the loaded dataset |