Bricklayers Union Local No. 6 Of Indiana Welfare F — Form 5500 plan (Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Welfare Fun)
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, Bricklayers Union Local No. 6 Of Indiana Welfare F is a benefit plan reported by Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Welfare Fun under EIN 35-0940329 and plan number 501. The latest loaded filing year is 2023. The filing reports 240 participants and $11,385,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Welfare Fun
- EIN
- 35-0940329
- Plan number
- 501
- Plan type
- 1
- Location
- Merrillville, IN
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $11,385,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20240826090823NAL0017237248002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,385,124
- Total liabilities (EOY)
- $925,900
- Net assets (EOY)
- $10,459,224
- Net assets (BOY)
- $10,419,451
Income & contributions
- Employer contributions
- $4,313,340
- Participant contributions
- $108,160
- Total contributions
- $4,421,500
- Total income / additions
- $5,305,219
Expenses & distributions
- Benefits paid
- $4,815,666
- Administrative expenses
- $449,780
- Total expenses
- $5,265,446
- Net increase / (decrease)
- $39,773
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $157,362 | $0 | 2023 |
| United Actuarial Services Inc. | NONE | $76,070 | not reported in the loaded dataset | 2023 |
| Robert Puza | EMPLOYEE | $72,163 | not reported in the loaded dataset | 2023 |
| Amy Gorby | EMPLOYEE | $57,133 | not reported in the loaded dataset | 2023 |
| Spencer Rankin | EMPLOYEE | $56,619 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $55,160 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi, LLC | NONE | $36,883 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $24,841 | not reported in the loaded dataset | 2023 |
| Total Administrative Services Corp. | NONE | $10,477 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Healthscope Benefits | NONE | $6,338 | not reported in the loaded dataset | 2023 |
| Nwi Printpro | NONE | $5,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Welfare Fun
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Merrillville, IN
- Anthem Insurance Companies, Inc. — Schedule C compensation
- United Actuarial Services Inc. — Schedule C compensation
- Robert Puza — Schedule C compensation
- Amy Gorby — Schedule C compensation
- Spencer Rankin — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Ledbetter Parisi, LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Total Administrative Services Corp. — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Healthscope Benefits — Schedule C compensation
- Nwi Printpro — Schedule C compensation