Plan5500

Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan — Form 5500 plan (Trustees Of Central States Se & Sw Areas Health And 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, Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan is a benefit plan reported by Trustees Of Central States Se & Sw Areas Health And Welfare Fund under EIN 36-2154936 and plan number 503. The latest loaded filing year is 2023. The filing reports 14,131 participants and $2,802,667,523 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8BPlan net assets, end of year$2,778,227,523
Participants14.1KCovered participants reported14,131
Assets / participant$198.3KComputed: assets ÷ participants$198,335 (computed)
Provider compensationNone reported
Plan sponsor
Trustees Of Central States Se & Sw Areas Health And Welfare Fund
EIN
36-2154936
Plan number
503
Plan type
1
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    14,131 participants · 1Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8B total assets
Net assets$2.8BLiabilities$24.4M
Money in vs. money out
Total income / additions$616.8M
Total expenses$272.3M
Benefits paid / distributions$258.1M
Contributions
Employer$333.4M
Participant$49.1M
Full reported line items

Net assets

Total assets (EOY)
$2,802,667,523
Total liabilities (EOY)
$24,440,000
Net assets (EOY)
$2,778,227,523
Net assets (BOY)
$2,343,740,303

Income & contributions

Employer contributions
$333,437,135
Participant contributions
$49,093,172
Total contributions
$382,530,307
Total income / additions
$616,761,707

Expenses & distributions

Benefits paid
$258,077,000
Administrative expenses
$14,197,487
Total expenses
$272,274,487
Net increase / (decrease)
$344,487,220
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 87%Participant 13%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages