2023 Form 5500 filing — Buddig Employees Welfare Benefit 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 20250813095007NAL0008011091001) for Buddig Employees Welfare Benefit Plan, reported by Carl Buddig And Company under EIN 36-2169888 and plan number 501. It reports 1,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813095007NAL0008011091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carl Buddig And Company
- EIN
- 36-2169888
- Plan number
- 501
- Location
- Homewood, IL
- Participants
- 1,238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,849,785
- Total liabilities (EOY)
- $1,746,641
- Net assets (EOY)
- $103,144
- Employer contributions
- $11,290,000
- Participant contributions
- $1,726,935
- Total income / additions
- $13,016,624
- Benefits paid
- $12,619,393
- Administrative expenses
- $748,192
- Total expenses
- $13,367,585
- Net increase / (decrease)
- -$350,961
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross/Blue Shield | CONTRACT ADMINISTRATOR | $1,719,947 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | PLAN AUDITOR | $19,426 | not reported in the loaded dataset |
| Sun Life Assurance Co Of Cananda | CONTRACT ADMINISTRATOR | $16,787 | not reported in the loaded dataset |
| Hub International Midwest Limited | BROKER | $1,679 | not reported in the loaded dataset |
| Hub International Midwest Limited | BROKER | $0 | $947 |