Ibt Union Local No 710 Health And Welfare Fund — Form 5500 plan (Trustees Of Ib Of T Union Local 710 Health & 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, Ibt Union Local No 710 Health And Welfare Fund is a benefit plan reported by Trustees Of Ib Of T Union Local 710 Health & Welfare Fund under EIN 36-2153764 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,057 participants and $144,348,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ib Of T Union Local 710 Health & Welfare Fund
- EIN
- 36-2153764
- Plan number
- 501
- Plan type
- 1
- Location
- Mokena, IL
- Latest filing year
- 2023
- Participants
- 2,057
- End-of-year plan assets
- $144,348,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,057 | H, C | 20240820172109NAL0002949457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,348,663
- Total liabilities (EOY)
- $6,132,772
- Net assets (EOY)
- $138,215,891
- Net assets (BOY)
- $120,986,630
Income & contributions
- Employer contributions
- $43,703,444
- Participant contributions
- $879,534
- Total contributions
- $44,582,978
- Total income / additions
- $54,613,064
Expenses & distributions
- Benefits paid
- $35,091,395
- Administrative expenses
- $2,292,408
- Total expenses
- $37,383,803
- Net increase / (decrease)
- $17,229,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sav Rx | NONE | $210,777 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $125,250 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc | NONE | $121,313 | not reported in the loaded dataset | 2023 |
| Willig Williams & Davidson | NONE | $115,646 | not reported in the loaded dataset | 2023 |
| Wotring Law LLC | NONE | $108,981 | not reported in the loaded dataset | 2023 |
| Stacey Vavouleas | EMPLOYEE | $97,523 | not reported in the loaded dataset | 2023 |
| Michael O'Malley | ADMINISTRATOR | $89,859 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $89,208 | not reported in the loaded dataset | 2023 |
| National Investment Services Of Ame | NONE | $88,838 | not reported in the loaded dataset | 2023 |
| Katie Mcinerney | EMPLOYEE | $75,816 | not reported in the loaded dataset | 2023 |
| Margaret Sumrall | EMPLOYEE | $74,982 | not reported in the loaded dataset | 2023 |
| Allison Steffenhagen | EMPLOYEE | $71,737 | not reported in the loaded dataset | 2023 |
| Maureen Steffenhagen | NONE | $49,857 | not reported in the loaded dataset | 2023 |
| Sdp Professional Services LLC | TRUSTEE | $47,466 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $43,159 | not reported in the loaded dataset | 2023 |
| Vivian Janeczko | EMPLOYEE | $41,604 | not reported in the loaded dataset | 2023 |
| Joyce A Camarillo | EMPLOYEE | $38,252 | not reported in the loaded dataset | 2023 |
| Sara Power | EMPLOYEE | $38,002 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners | NONE | $31,719 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Sommers & Farenbach | NONE | $20,730 | not reported in the loaded dataset | 2023 |
| Guardian Life Insurance Company | NONE | $20,288 | not reported in the loaded dataset | 2023 |
| Fabricant & Fabricant Inc. | NONE | $14,103 | $0 | 2023 |
| Pharmacy Investigators | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Fair Health, Inc. | NONE | $9,402 | not reported in the loaded dataset | 2023 |
| Daniel Hoyer, LLC | TRUSTEE | $8,135 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $7,902 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ib Of T Union Local 710 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Mokena, IL
- Sav Rx — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- United Actuarial Services, Inc — Schedule C compensation
- Willig Williams & Davidson — Schedule C compensation
- Wotring Law LLC — Schedule C compensation
- Stacey Vavouleas — Schedule C compensation
- Michael O'Malley — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- National Investment Services Of Ame — Schedule C compensation
- Katie Mcinerney — Schedule C compensation
- Margaret Sumrall — Schedule C compensation
- Allison Steffenhagen — Schedule C compensation
- Maureen Steffenhagen — Schedule C compensation
- Sdp Professional Services LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Vivian Janeczko — Schedule C compensation
- Joyce A Camarillo — Schedule C compensation
- Sara Power — Schedule C compensation
- Lasalle Consulting Partners — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Sommers & Farenbach — Schedule C compensation
- Guardian Life Insurance Company — Schedule C compensation
- Fabricant & Fabricant Inc. — Schedule C compensation
- Pharmacy Investigators — Schedule C compensation
- Fair Health, Inc. — Schedule C compensation
- Daniel Hoyer, LLC — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation