2023 Form 5500 filing — Liquor And Allied Workers Union Local No. 3 Health And Welfare Fund - Sales Division
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 20250804112425NAL0003347922001) for Liquor And Allied Workers Union Local No. 3 Health And Welfare Fund - Sales Division, reported by Trustees Of Liquor & Allied Worker Union Local 3 Health And Welfare Sa under EIN 36-3265979 and plan number 501. It reports 2,245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250804112425NAL0003347922001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Liquor & Allied Worker Union Local 3 Health And Welfare Sa
- EIN
- 36-3265979
- Plan number
- 501
- Location
- River Forest, IL
- Participants
- 2,245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,556,499
- Total liabilities (EOY)
- $5,709,325
- Net assets (EOY)
- $33,847,174
- Employer contributions
- $42,560,774
- Participant contributions
- $106,339
- Total income / additions
- $44,730,500
- Benefits paid
- $41,534,376
- Administrative expenses
- $505,598
- Total expenses
- $42,039,974
- Net increase / (decrease)
- $2,690,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross And Blue Shield | NONE | $945,294 | $0 |
| Elite Administration | NONE | $515,763 | $0 |
| Sav-Rx | NONE | $143,217 | not reported in the loaded dataset |
| Local 3 Sales Pension | RELATED FUND | $98,519 | not reported in the loaded dataset |
| Local 3 Union | RELATED UNION | $97,237 | not reported in the loaded dataset |
| Hope Employee Assistance | NONE | $78,681 | not reported in the loaded dataset |
| Mario Fiorito | EMPLOYEE | $75,462 | not reported in the loaded dataset |
| Medcare Management | NONE | $62,073 | not reported in the loaded dataset |
| Florence Martinez | EMPLOYEE | $48,356 | not reported in the loaded dataset |
| James Henry Duff | EMPLOYEE | $47,758 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $24,000 | not reported in the loaded dataset |
| Dental Network Of America | NONE | $21,678 | not reported in the loaded dataset |
| Keebeck Wealth Management | NONE | $18,086 | not reported in the loaded dataset |
| Professional Accounting Services | NONE | $18,000 | not reported in the loaded dataset |
| Belmont Bank | NONE | $8,764 | $0 |