Automobile Mechanics' Local 701 Union And Industry Welfare Fund — Form 5500 plan (Automobile Mechanics' Local No. 701 Union And Industry Welfare)
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, Automobile Mechanics' Local 701 Union And Industry Welfare Fund is a benefit plan reported by Automobile Mechanics' Local No. 701 Union And Industry Welfare under EIN 36-2331071 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,639 participants and $276,532,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Automobile Mechanics' Local No. 701 Union And Industry Welfare
- EIN
- 36-2331071
- Plan number
- 501
- Plan type
- 1
- Location
- Burr Ridge, IL
- Latest filing year
- 2023
- Participants
- 6,639
- End-of-year plan assets
- $276,532,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,639 | H, C | 20241007161114NAL0016403761002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $276,532,264
- Total liabilities (EOY)
- $11,973,239
- Net assets (EOY)
- $264,559,025
- Net assets (BOY)
- $220,037,424
Income & contributions
- Employer contributions
- $107,846,594
- Participant contributions
- $2,421,950
- Total contributions
- $110,268,544
- Total income / additions
- $141,229,470
Expenses & distributions
- Benefits paid
- $93,736,513
- Administrative expenses
- $2,971,356
- Total expenses
- $96,707,869
- Net increase / (decrease)
- $44,521,601
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paydhealth LLC | NONE | $1,579,538 | not reported in the loaded dataset | 2023 |
| Empirx Health | NONE | $1,217,696 | not reported in the loaded dataset | 2023 |
| Professional Benefit Administrators | NONE | $1,093,554 | not reported in the loaded dataset | 2023 |
| Valenz Care | NONE | $645,959 | not reported in the loaded dataset | 2023 |
| Eplan LLC | NONE | $491,446 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc | NONE | $245,671 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockus Llp | NONE | $212,956 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $182,646 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Illinois | NONE | $126,545 | not reported in the loaded dataset | 2023 |
| Foster & Foster Inc. | NONE | $112,575 | not reported in the loaded dataset | 2023 |
| Jeanine Earth-Gillund | PLAN ADMINISTRATOR | $110,895 | not reported in the loaded dataset | 2023 |
| Bridgeway Software Solutions | NONE | $102,821 | not reported in the loaded dataset | 2023 |
| Buck Global LLC | NONE | $88,107 | not reported in the loaded dataset | 2023 |
| Anne Penney | EMPLOYEE | $72,749 | not reported in the loaded dataset | 2023 |
| Teledoc | NONE | $66,623 | not reported in the loaded dataset | 2023 |
| Kristine Bendy | EMPLOYEE | $66,182 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $58,500 | not reported in the loaded dataset | 2023 |
| Kristin Link | EMPLOYEE | $58,191 | not reported in the loaded dataset | 2023 |
| Macnell Accounting And Consulting L | NONE | $49,500 | not reported in the loaded dataset | 2023 |
| Melanie Mulheron | EMPLOYEE | $40,089 | not reported in the loaded dataset | 2023 |
| Old National Bank | NONE | $37,213 | not reported in the loaded dataset | 2023 |
| Debbie Smith | EMPLOYEE | $32,837 | not reported in the loaded dataset | 2023 |
| Lisa Conner | EMPLOYEE | $31,292 | not reported in the loaded dataset | 2023 |
| Absolute Solutions LLC | NONE | $30,887 | not reported in the loaded dataset | 2023 |
| Nicole Kerkstra | EMPLOYEE | $30,398 | not reported in the loaded dataset | 2023 |
| Strategic Capital Invest Advisors | NONE | $29,000 | not reported in the loaded dataset | 2023 |
| K-Plus Technology Solutions | NONE | $14,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Automobile Mechanics' Local No. 701 Union And Industry Welfare
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Burr Ridge, IL
- Paydhealth LLC — Schedule C compensation
- Empirx Health — Schedule C compensation
- Professional Benefit Administrators — Schedule C compensation
- Valenz Care — Schedule C compensation
- Eplan LLC — Schedule C compensation
- National Investment Services, Inc — Schedule C compensation
- Morgan, Lewis & Bockus Llp — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Delta Dental Of Illinois — Schedule C compensation
- Foster & Foster Inc. — Schedule C compensation
- Jeanine Earth-Gillund — Schedule C compensation
- Bridgeway Software Solutions — Schedule C compensation
- Buck Global LLC — Schedule C compensation
- Anne Penney — Schedule C compensation
- Teledoc — Schedule C compensation
- Kristine Bendy — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Kristin Link — Schedule C compensation
- Macnell Accounting And Consulting L — Schedule C compensation
- Melanie Mulheron — Schedule C compensation
- Old National Bank — Schedule C compensation
- Debbie Smith — Schedule C compensation
- Lisa Conner — Schedule C compensation
- Absolute Solutions LLC — Schedule C compensation
- Nicole Kerkstra — Schedule C compensation
- Strategic Capital Invest Advisors — Schedule C compensation
- K-Plus Technology Solutions — Schedule C compensation