Iron Workers Midwest Region Health And Welfare Plan — Form 5500 plan (Iron Workers Midwest Region Health & Welfare Trust)
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, Iron Workers Midwest Region Health And Welfare Plan is a benefit plan reported by Iron Workers Midwest Region Health & Welfare Trust under EIN 36-2234288 and plan number 501. The latest loaded filing year is 2023. The filing reports 432 participants and $10,049,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Workers Midwest Region Health & Welfare Trust
- EIN
- 36-2234288
- Plan number
- 501
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 432
- End-of-year plan assets
- $10,049,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 432 | H, C | 20250411160935NAL0023500833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,049,876
- Total liabilities (EOY)
- $843,234
- Net assets (EOY)
- $9,206,642
- Net assets (BOY)
- $6,117,287
Income & contributions
- Employer contributions
- $9,162,340
- Participant contributions
- $21,491
- Total contributions
- $9,183,831
- Total income / additions
- $9,710,830
Expenses & distributions
- Benefits paid
- $8,235,988
- Administrative expenses
- $342,180
- Total expenses
- $8,578,168
- Net increase / (decrease)
- $1,132,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Care Service Corp (Bcbs) | NONE | $408,817 | $0 | 2023 |
| Benefits Management Group, Inc | NONE | $174,668 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer LLC | NONE | $34,737 | not reported in the loaded dataset | 2023 |
| Sav-Rx | NONE | $33,829 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $30,320 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $21,774 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown | NONE | $19,545 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| James V Gallery & Associates | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $7,532 | $0 | 2023 |
| Marco, Mcguire & Arreola, LLC | NONE | $6,954 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Workers Midwest Region Health & Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Health Care Service Corp (Bcbs) — Schedule C compensation
- Benefits Management Group, Inc — Schedule C compensation
- Diclaudio & Kramer LLC — Schedule C compensation
- Sav-Rx — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- James V Gallery & Associates — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Marco, Mcguire & Arreola, LLC — Schedule C compensation