Chicago Area Joint Welfare Committee For The Pointing Cleaning & Caulking Industry — Form 5500 plan (Chicago Area Jt Welfare Comm. For The Pointing Cleaning Caulking Ind)
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 Joint Welfare Committee For The Pointing Cleaning & Caulking Industry is a benefit plan reported by Chicago Area Jt Welfare Comm. For The Pointing Cleaning Caulking Ind under EIN 36-2344463 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,056 participants and $64,590,188 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chicago Area Jt Welfare Comm. For The Pointing Cleaning Caulking Ind
- EIN
- 36-2344463
- Plan number
- 501
- Plan type
- 1
- Location
- Elmhurst, IL
- Latest filing year
- 2023
- Participants
- 1,056
- End-of-year plan assets
- $64,590,188
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,056 | H, C | 20250205160009NAL0005391091003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,590,188
- Total liabilities (EOY)
- $4,287,571
- Net assets (EOY)
- $60,302,617
- Net assets (BOY)
- $60,125,596
Income & contributions
- Employer contributions
- $13,281,680
- Participant contributions
- $633,466
- Total contributions
- $13,915,146
- Total income / additions
- $22,520,131
Expenses & distributions
- Benefits paid
- $20,940,584
- Administrative expenses
- $1,402,526
- Total expenses
- $22,343,110
- Net increase / (decrease)
- $177,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blue Shield Of Illinois | NONE | $564,293 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $204,783 | not reported in the loaded dataset | 2023 |
| Cygan Hayes, Ltd. | NONE | $183,211 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | $144,310 | not reported in the loaded dataset | 2023 |
| Lucy N. Guerrero | EMPLOYEE | $94,160 | not reported in the loaded dataset | 2023 |
| Active Health Management | NONE | $72,548 | not reported in the loaded dataset | 2023 |
| Bonnie L. Caruso | EMPLOYEE | $65,518 | not reported in the loaded dataset | 2023 |
| John Kallianis | PLAN ADMINISTRATOR | $60,120 | not reported in the loaded dataset | 2023 |
| Sands Capital Management | NONE | $49,195 | $0 | 2023 |
| Baum Sigman Auerbach & Nueman Ltd. | NONE | $45,811 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $44,735 | not reported in the loaded dataset | 2023 |
| Harris Associates L.P. | NONE | $38,819 | $0 | 2023 |
| Viola L. Munguia | EMPLOYEE | $32,180 | not reported in the loaded dataset | 2023 |
| Michele A. Schultz | EMPLOYEE | $32,180 | not reported in the loaded dataset | 2023 |
| Yvonne Nava | EMPLOYEE | $32,077 | not reported in the loaded dataset | 2023 |
| Carol B. Tucker | EMPLOYEE | $28,605 | not reported in the loaded dataset | 2023 |
| Sylwia Kozieja | EMPLOYEE | $27,262 | not reported in the loaded dataset | 2023 |
| Joanna Probola | EMPLOYEE | $26,301 | not reported in the loaded dataset | 2023 |
| Associated Agencies | NONE | $17,485 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management Group | NONE | $17,004 | $0 | 2023 |
| Nhit Core Plus Fixed Income Trust | NONE | $16,893 | not reported in the loaded dataset | 2023 |
| Dental Network Of America | NONE | $16,166 | not reported in the loaded dataset | 2023 |
| Worldpay | NONE | $13,751 | not reported in the loaded dataset | 2023 |
| Noventech | NONE | $11,516 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Illinois | NONE | $7,845 | not reported in the loaded dataset | 2023 |
| Midwest Institutional Trust Company | NONE | $7,009 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chicago Area Jt Welfare Comm. For The Pointing Cleaning Caulking Ind
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elmhurst, IL
- Bluecross Blue Shield Of Illinois — Schedule C compensation
- The Segal Company — Schedule C compensation
- Cygan Hayes, Ltd. — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation
- Lucy N. Guerrero — Schedule C compensation
- Active Health Management — Schedule C compensation
- Bonnie L. Caruso — Schedule C compensation
- John Kallianis — Schedule C compensation
- Sands Capital Management — Schedule C compensation
- Baum Sigman Auerbach & Nueman Ltd. — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Express Scripts — Schedule C compensation
- Harris Associates L.P. — Schedule C compensation
- Viola L. Munguia — Schedule C compensation
- Michele A. Schultz — Schedule C compensation
- Yvonne Nava — Schedule C compensation
- Carol B. Tucker — Schedule C compensation
- Sylwia Kozieja — Schedule C compensation
- Joanna Probola — Schedule C compensation
- Associated Agencies — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation
- Nhit Core Plus Fixed Income Trust — Schedule C compensation
- Dental Network Of America — Schedule C compensation
- Worldpay — Schedule C compensation
- Noventech — Schedule C compensation
- Delta Dental Of Illinois — Schedule C compensation
- Midwest Institutional Trust Company — Schedule C compensation