United Steelworkers Afl-Cio-Clc Highway & Heavy Contractors Multi-Employer Health And Welfare Plan — Form 5500 plan (United Steelworkers Of America Afl Highway & Heavy Board Of Trustees)
Plain-English plan 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, United Steelworkers Afl-Cio-Clc Highway & Heavy Contractors Multi-Employer Health And Welfare Plan is a benefit plan reported by United Steelworkers Of America Afl Highway & Heavy Board Of Trustees under EIN 23-7022628 and plan number 501. The latest loaded filing year is 2023. The filing reports 524 participants and $11,632,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Steelworkers Of America Afl Highway & Heavy Board Of Trustees
- EIN
- 23-7022628
- Plan number
- 501
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 524
- End-of-year plan assets
- $11,632,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 524 | H, C | 20250613144507NAL0017974897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,632,691
- Total liabilities (EOY)
- $629,981
- Net assets (EOY)
- $11,002,710
- Net assets (BOY)
- $10,380,024
Income & contributions
- Employer contributions
- $4,518,678
- Participant contributions
- $806,861
- Total contributions
- $5,325,539
- Total income / additions
- $6,280,026
Expenses & distributions
- Benefits paid
- $5,207,318
- Administrative expenses
- $450,022
- Total expenses
- $5,657,340
- Net increase / (decrease)
- $622,686
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr | CONTRACT ADMINISTRATOR | $272,110 | not reported in the loaded dataset | 2023 |
| Lori P Thornsberry | PLAN EMPLOYEE | $30,187 | not reported in the loaded dataset | 2023 |
| Herzfeld Suetholz Gastel Leniski | ATTORNEY | $22,131 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT CONSULTANT | $17,394 | not reported in the loaded dataset | 2023 |
| Community Trust Bank | CUSTODIAN | $10,630 | not reported in the loaded dataset | 2023 |
| Segal Bryant & Hamill | INVESTMENT MANAGER | $10,592 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
| Consulting And Risk Management Inc | CONSULTANT | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Steelworkers Of America Afl Highway & Heavy Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Umr — Schedule C compensation
- Lori P Thornsberry — Schedule C compensation
- Herzfeld Suetholz Gastel Leniski — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Community Trust Bank — Schedule C compensation
- Segal Bryant & Hamill — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Consulting And Risk Management Inc — Schedule C compensation