Boilermakers Lodge No. 154 Welfare Fund — Form 5500 plan (Boilermakers Lodge No. 154 Welfare Fund)
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, Boilermakers Lodge No. 154 Welfare Fund is a benefit plan reported by Boilermakers Lodge No. 154 Welfare Fund under EIN 25-6036558 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,534 participants and $12,672,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boilermakers Lodge No. 154 Welfare Fund
- EIN
- 25-6036558
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 3,534
- End-of-year plan assets
- $12,672,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,534 | H, C | 20241014174541NAL0026867425002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,672,427
- Total liabilities (EOY)
- $22,957
- Net assets (EOY)
- $12,649,470
- Net assets (BOY)
- $12,405,638
Income & contributions
- Employer contributions
- $1,348,100
- Total contributions
- $1,348,100
- Total income / additions
- $2,149,817
Expenses & distributions
- Benefits paid
- $1,578,002
- Administrative expenses
- $327,983
- Total expenses
- $1,905,985
- Net increase / (decrease)
- $243,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $187,880 | not reported in the loaded dataset | 2023 |
| Wex Health | NONE | $51,694 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $22,601 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $18,715 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott | NONE | $10,331 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners LLC Dba Capt | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boilermakers Lodge No. 154 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Wilson-Mcshane Corporation — Schedule C compensation
- Wex Health — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Meyer Unkovic & Scott — Schedule C compensation
- Cap Financial Partners LLC Dba Capt — Schedule C compensation