2023 Form 5500 filing — Construction Industry Welfare Fund Of Rockford Il
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 20250722090358NAL0002489905001) for Construction Industry Welfare Fund Of Rockford Il, reported by Trustees Of The Construction Industry Welfare Fund Of Rockford Illinoi under EIN 36-2265130 and plan number 501. It reports 1,439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250722090358NAL0002489905001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Construction Industry Welfare Fund Of Rockford Illinoi
- EIN
- 36-2265130
- Plan number
- 501
- Location
- Rockford, IL
- Participants
- 1,439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,179,868
- Total liabilities (EOY)
- $2,467,116
- Net assets (EOY)
- $26,712,752
- Employer contributions
- $21,030,721
- Participant contributions
- $1,034,205
- Total income / additions
- $24,736,668
- Benefits paid
- $17,529,057
- Administrative expenses
- $1,073,100
- Total expenses
- $18,602,157
- Net increase / (decrease)
- $6,134,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Group Administrators, Ltd. | NONE | $446,890 | $0 |
| Blue Cross Blue Shield Of Il | NONE | $434,611 | $0 |
| Express Scripts, Inc. | NONE | $127,817 | not reported in the loaded dataset |
| Shelli Mcpeek | ADMINISTRATOR | $112,310 | not reported in the loaded dataset |
| Hines & Associates, Inc. | NONE | $103,814 | not reported in the loaded dataset |
| The Segal Company (Midwest) Inc. | NONE | $100,551 | not reported in the loaded dataset |
| Robin Darby | EMPLOYEE | $81,732 | not reported in the loaded dataset |
| Holmstrom Kennedy Pc | NONE | $52,979 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $52,250 | not reported in the loaded dataset |
| Williams Mccarthy, Llp | NONE | $49,780 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $43,760 | not reported in the loaded dataset |
| Delta Dental Of Illinois | NONE | $28,779 | not reported in the loaded dataset |
| Illinois Bank And Trust | NONE | $23,905 | not reported in the loaded dataset |
| Marquette Associates | NONE | $22,819 | not reported in the loaded dataset |
| Spectera, Inc. | NONE | $12,039 | not reported in the loaded dataset |