Chicago Area Ib Of T Health And Welfare Plan — Form 5500 plan (Board Of Trustees Of Chicago Area Ib Of T 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, Chicago Area Ib Of T Health And Welfare Plan is a benefit plan reported by Board Of Trustees Of Chicago Area Ib Of T Health & Welfare Fund under EIN 36-2187389 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,386 participants and $96,138,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Chicago Area Ib Of T Health & Welfare Fund
- EIN
- 36-2187389
- Plan number
- 501
- Plan type
- 1
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 1,386
- End-of-year plan assets
- $96,138,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,386 | H, C | 20241105100252NAL0004586435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,138,327
- Total liabilities (EOY)
- $1,854,760
- Net assets (EOY)
- $94,283,567
- Net assets (BOY)
- $89,528,989
Income & contributions
- Employer contributions
- $19,510,031
- Participant contributions
- $103,876
- Total contributions
- $19,613,907
- Total income / additions
- $25,485,457
Expenses & distributions
- Benefits paid
- $19,480,005
- Administrative expenses
- $1,250,874
- Total expenses
- $20,730,879
- Net increase / (decrease)
- $4,754,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $672,353 | $0 | 2023 |
| Deidre Jackson | EMPLOYEE | $139,265 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $108,168 | not reported in the loaded dataset | 2023 |
| Laner Muchin | NONE | $97,541 | not reported in the loaded dataset | 2023 |
| Laura Caballero | EMPLOYEE | $88,445 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $88,071 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $81,976 | not reported in the loaded dataset | 2023 |
| Adija Brown | EMPLOYEE | $76,997 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $70,460 | not reported in the loaded dataset | 2023 |
| Emma Reinke | EMPLOYEE | $69,935 | not reported in the loaded dataset | 2023 |
| Valenz Care | NONE | $58,689 | not reported in the loaded dataset | 2023 |
| Dowd Bloch & Bennett | NONE | $53,357 | not reported in the loaded dataset | 2023 |
| Denise Lukaszewski | EMPLOYEE | $42,689 | not reported in the loaded dataset | 2023 |
| Strategic Capital | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners, Inc | NONE | $18,881 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $10,017 | $0 | 2023 |
| Joseph Burke | TRUSTEE | $7,625 | not reported in the loaded dataset | 2023 |
| Michael G. Phillip P.C. | TRUSTEE | $5,719 | not reported in the loaded dataset | 2023 |
| Hunt Insurance Group | NONE | $0 | $5,612 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Chicago Area Ib Of T Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Blue Cross Blue Shield — Schedule C compensation
- Deidre Jackson — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Laner Muchin — Schedule C compensation
- Laura Caballero — Schedule C compensation
- National Investment Services — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Adija Brown — Schedule C compensation
- The Segal Company — Schedule C compensation
- Emma Reinke — Schedule C compensation
- Valenz Care — Schedule C compensation
- Dowd Bloch & Bennett — Schedule C compensation
- Denise Lukaszewski — Schedule C compensation
- Strategic Capital — Schedule C compensation
- Lasalle Consulting Partners, Inc — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Joseph Burke — Schedule C compensation
- Michael G. Phillip P.C. — Schedule C compensation
- Hunt Insurance Group — Schedule C compensation