Excavating And Building Material Drivers Union Local 436 Welfare Fund — Form 5500 plan (Board Of Trustees Of Excavating Union Local 436 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, Excavating And Building Material Drivers Union Local 436 Welfare Fund is a benefit plan reported by Board Of Trustees Of Excavating Union Local 436 Welfare Fund under EIN 34-0821253 and plan number 501. The latest loaded filing year is 2023. The filing reports 213 participants and $1,110,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Excavating Union Local 436 Welfare Fund
- EIN
- 34-0821253
- Plan number
- 501
- Plan type
- 1
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $1,110,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241015123009NAL0029632417009 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,110,024
- Total liabilities (EOY)
- $223,542
- Net assets (EOY)
- $886,482
- Net assets (BOY)
- $1,390,541
Income & contributions
- Employer contributions
- $2,366,963
- Participant contributions
- $245,152
- Total contributions
- $2,612,115
- Total income / additions
- $2,652,293
Expenses & distributions
- Benefits paid
- $2,329,879
- Administrative expenses
- $826,473
- Total expenses
- $3,156,352
- Net increase / (decrease)
- -$504,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Maureen Stavole | EMPLOYEE | $121,437 | not reported in the loaded dataset | 2023 |
| Chrissann Chambers | EMPLOYEE | $101,694 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S | AUDITOR | $56,154 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | COMPUTER CONSULTING | $33,569 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | THIRD PARTY ADMINISTRATOR | $30,600 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips LLC | ATTORNEY | $28,817 | not reported in the loaded dataset | 2023 |
| Local Union 436 | RENT | $27,969 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | PAYROLL PROCESSING | $8,199 | not reported in the loaded dataset | 2023 |
| Quadient Finance Usa, Inc. | POSTAGE PROVIDER | $7,415 | not reported in the loaded dataset | 2023 |
| Margo Jerome, Cpa | ACCOUNTING SERVICES | $6,885 | not reported in the loaded dataset | 2023 |
| Iron Mountain | STORAGE SERVICES | $5,930 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Excavating Union Local 436 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Toledo, OH
- Maureen Stavole — Schedule C compensation
- Chrissann Chambers — Schedule C compensation
- Yurchyk & Davis Cpa'S — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Faulkner, Hoffman & Phillips LLC — Schedule C compensation
- Local Union 436 — Schedule C compensation
- Paychex, Inc. — Schedule C compensation
- Quadient Finance Usa, Inc. — Schedule C compensation
- Margo Jerome, Cpa — Schedule C compensation
- Iron Mountain — Schedule C compensation