Union Construction Workers Health Plan — Form 5500 plan (Union Construction Workers Health Plan)

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, Union Construction Workers Health Plan is a benefit plan reported by Union Construction Workers Health Plan under EIN 34-4442536 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,239 participants and $73,036,513 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Union Construction Workers Health Plan
EIN
34-4442536
Plan number
501
Plan type
1
Location
Holland, OH
Latest filing year
2023
Participants
2,239
End-of-year plan assets
$73,036,513

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,239H, C20250213122214NAL0012518451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,036,513
Total liabilities (EOY)
$2,986,277
Net assets (EOY)
$70,050,236
Net assets (BOY)
$63,271,896

Income & contributions

Employer contributions
$33,652,014
Participant contributions
$3,132,147
Total contributions
$36,784,161
Total income / additions
$41,520,466

Expenses & distributions

Benefits paid
$31,925,862
Administrative expenses
$2,816,264
Total expenses
$34,742,126
Net increase / (decrease)
$6,778,340

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Ohio AdministratorsNONE$1,548,578not reported in the loaded dataset2023
AnthemNONE$978,096not reported in the loaded dataset2023
PaydhealthNONE$646,708not reported in the loaded dataset2023
Allotta FarleyNONE$157,382not reported in the loaded dataset2023
Segal CompanyNONE$94,368not reported in the loaded dataset2023
The Trust Company Of ToledoNONE$61,994not reported in the loaded dataset2023
CuralincNONE$43,608not reported in the loaded dataset2023
Johnson Investment CounselNONE$37,870not reported in the loaded dataset2023
Clark, Schaefer, HackettNONE$27,200not reported in the loaded dataset2023
Buck Global, LLCNONE$24,661not reported in the loaded dataset2023
Andco Consulting LLCNONE$15,400not reported in the loaded dataset2023
Huntington InsuranceNONE$12,113not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesNONE$11,983not reported in the loaded dataset2023
Keystone PrintingNONE$7,736not reported in the loaded dataset2023

Related Form 5500 pages