2023 Form 5500 filing — Indiana Laborers 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 20250702121506NAL0007613955001) for Indiana Laborers Welfare Fund, reported by Board Of Trustees Indiana Laborers Welfare Fund under EIN 35-0923209 and plan number 501. It reports 10,668 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702121506NAL0007613955001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Indiana Laborers Welfare Fund
- EIN
- 35-0923209
- Plan number
- 501
- Location
- Terre Haute, IN
- Participants
- 10,668
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $407,501,975
- Total liabilities (EOY)
- $24,859,756
- Net assets (EOY)
- $382,642,219
- Employer contributions
- $121,934,799
- Participant contributions
- $7,042,440
- Total income / additions
- $170,354,589
- Benefits paid
- $101,089,626
- Administrative expenses
- $11,301,012
- Total expenses
- $112,390,638
- Net increase / (decrease)
- $57,963,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies | NONE | $3,815,750 | not reported in the loaded dataset |
| Hines & Associates, Inc | NONE | $1,043,113 | not reported in the loaded dataset |
| Ifm Investors Pty Ltd. | NONE | $0 | $331,948 |
| Delta Dental Of Indiana | NONE | $279,599 | not reported in the loaded dataset |
| Beach Point Capital Management L.P. | NONE | $233,909 | not reported in the loaded dataset |
| Loomis | NONE | $171,895 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | NONE | $162,155 | not reported in the loaded dataset |
| National Investment Services, LLC | NONE | $143,072 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | NONE | $128,561 | not reported in the loaded dataset |
| Somer Taylor | EMPLOYEE | $115,380 | not reported in the loaded dataset |
| Shelley Luft | EMPLOYEE | $104,980 | not reported in the loaded dataset |
| Sav-Rx Prescription Services | NONE | $86,119 | not reported in the loaded dataset |
| United Actuarial Services Inc | NONE | $84,599 | not reported in the loaded dataset |
| Erin Edington | EMPLOYEE | $80,810 | not reported in the loaded dataset |
| Robert Heller | EMPLOYEE | $73,280 | not reported in the loaded dataset |
| Lisa White | EMPLOYEE | $66,132 | not reported in the loaded dataset |
| Michael Brannon | EMPLOYEE | $66,106 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $65,154 | not reported in the loaded dataset |
| Kathleen Culp | EMPLOYEE | $64,545 | not reported in the loaded dataset |
| Stephanie Patrick | EMPLOYEE | $62,543 | not reported in the loaded dataset |
| Michael Edwards | EMPLOYEE | $62,429 | not reported in the loaded dataset |
| Adrienne Brown | EMPLOYEE | $59,249 | not reported in the loaded dataset |
| Sherry Allen | EMPLOYEE | $57,758 | not reported in the loaded dataset |
| Josh Stout | EMPLOYEE | $56,430 | not reported in the loaded dataset |
| Jenna Starbuck | EMPLOYEE | $56,108 | not reported in the loaded dataset |
| Kaitlin Brown | EMPLOYEE | $55,008 | not reported in the loaded dataset |
| Parametric | NONE | $54,875 | not reported in the loaded dataset |
| Carlyle | NONE | $54,851 | not reported in the loaded dataset |
| Nora Lewellyn-Kennedy | EMPLOYEE | $54,002 | not reported in the loaded dataset |
| Amy Trummer | EMPLOYEE | $53,339 | not reported in the loaded dataset |
| Ashley Buker | EMPLOYEE | $53,036 | not reported in the loaded dataset |
| Andrea Conley | EMPLOYEE | $52,697 | not reported in the loaded dataset |
| Ashley Bunch | EMPLOYEE | $52,019 | not reported in the loaded dataset |
| Danielle Brown | EMPLOYEE | $51,735 | not reported in the loaded dataset |
| Brianna Mccammon | EMPLOYEE | $51,056 | not reported in the loaded dataset |
| Marquette Associates | NONE | $45,000 | not reported in the loaded dataset |
| Christine Miller | EMPLOYEE | $43,578 | not reported in the loaded dataset |
| Sarah Huffington | EMPLOYEE | $41,910 | not reported in the loaded dataset |
| Carissa Cunning | EMPLOYEE | $36,110 | not reported in the loaded dataset |
| Part D Advisors | NONE | $33,332 | not reported in the loaded dataset |
| Midwest Presort | NONE | $28,919 | not reported in the loaded dataset |
| L.M. Henderson & Company, Llp | NONE | $27,365 | not reported in the loaded dataset |
| Gretchyn Link | EMPLOYEE | $26,266 | not reported in the loaded dataset |
| Sackrider & Company, Inc. | NONE | $24,784 | not reported in the loaded dataset |
| Prudential Insurance Co | NONE | $23,222 | not reported in the loaded dataset |
| Mls Group Of Companies, LLC | NONE | $23,005 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $21,541 | not reported in the loaded dataset |
| Lynstone | NONE | $16,999 | not reported in the loaded dataset |
| Gath Law Office | NONE | $12,263 | not reported in the loaded dataset |
| Goldman Sachs | NONE | $5,855 | not reported in the loaded dataset |