Smart Local 265 Welfare Fund — Form 5500 plan (Trustees Of The Smart Local 265 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, Smart Local 265 Welfare Fund is a benefit plan reported by Trustees Of The Smart Local 265 Welfare Fund under EIN 36-2356062 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,936 participants and $41,447,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Smart Local 265 Welfare Fund
- EIN
- 36-2356062
- Plan number
- 501
- Plan type
- 1
- Location
- Carol Stream, IL
- Latest filing year
- 2023
- Participants
- 1,936
- End-of-year plan assets
- $41,447,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,936 | H, C | 20250409095541NAL0019726897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,447,122
- Total liabilities (EOY)
- $16,525,455
- Net assets (EOY)
- $24,921,667
- Net assets (BOY)
- $25,736,190
Income & contributions
- Employer contributions
- $31,221,100
- Participant contributions
- $2,481,966
- Total contributions
- $33,703,066
- Total income / additions
- $36,013,460
Expenses & distributions
- Benefits paid
- $30,971,198
- Administrative expenses
- $5,856,785
- Total expenses
- $36,827,983
- Net increase / (decrease)
- -$814,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marathon Health LLC | NONE | $1,192,174 | not reported in the loaded dataset | 2023 |
| Health Care Services Corp (Bc/Bs) | NONE | $854,208 | $0 | 2023 |
| Valenz Care | NONE | $543,238 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc | NONE | $479,157 | not reported in the loaded dataset | 2023 |
| Union Eyes | NONE | $471,928 | not reported in the loaded dataset | 2023 |
| Brian Doxie | EMPLOYEE | $177,097 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $164,235 | not reported in the loaded dataset | 2023 |
| Kerry Mcmahon | EMPLOYEE | $123,068 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman | NONE | $116,896 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $110,969 | not reported in the loaded dataset | 2023 |
| Jennifer Wingstedt | EMPLOYEE | $108,846 | not reported in the loaded dataset | 2023 |
| Kellie Collins-Tittle | EMPLOYEE | $107,864 | not reported in the loaded dataset | 2023 |
| Katie Eby | EMPLOYEE | $80,836 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $57,038 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | NONE | $56,955 | not reported in the loaded dataset | 2023 |
| Ernestine Garwacki | EMPLOYEE | $50,163 | not reported in the loaded dataset | 2023 |
| Absolute Solutions LLC | NONE | $49,743 | not reported in the loaded dataset | 2023 |
| Truhearing | NONE | $41,346 | not reported in the loaded dataset | 2023 |
| Jeannie Pastrana | EMPLOYEE | $38,674 | not reported in the loaded dataset | 2023 |
| Bond Brothers | NONE | $36,834 | not reported in the loaded dataset | 2023 |
| Denise Bingham | EMPLOYEE | $34,176 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $34,057 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems | NONE | $32,053 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Illinois | NONE | $30,183 | not reported in the loaded dataset | 2023 |
| Empist | NONE | $17,428 | not reported in the loaded dataset | 2023 |
| Datamation | NONE | $9,396 | not reported in the loaded dataset | 2023 |
| Morgan Birge & Assoc | NONE | $8,568 | not reported in the loaded dataset | 2023 |
| John Daniel | TRUSTEE | $7,544 | not reported in the loaded dataset | 2023 |
| Eye Med | NONE | $7,259 | not reported in the loaded dataset | 2023 |
| Windy City Networks | NONE | $6,988 | not reported in the loaded dataset | 2023 |
| Legacy Professionals | NONE | $6,543 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $2,289 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Smart Local 265 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Carol Stream, IL
- Marathon Health LLC — Schedule C compensation
- Health Care Services Corp (Bc/Bs) — Schedule C compensation
- Valenz Care — Schedule C compensation
- Express Scripts, Inc — Schedule C compensation
- Union Eyes — Schedule C compensation
- Brian Doxie — Schedule C compensation
- The Segal Company — Schedule C compensation
- Kerry Mcmahon — Schedule C compensation
- Baum Sigman Auerbach & Neuman — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Jennifer Wingstedt — Schedule C compensation
- Kellie Collins-Tittle — Schedule C compensation
- Katie Eby — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Ernestine Garwacki — Schedule C compensation
- Absolute Solutions LLC — Schedule C compensation
- Truhearing — Schedule C compensation
- Jeannie Pastrana — Schedule C compensation
- Bond Brothers — Schedule C compensation
- Denise Bingham — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Employee Resource Systems — Schedule C compensation
- Delta Dental Of Illinois — Schedule C compensation
- Empist — Schedule C compensation
- Datamation — Schedule C compensation
- Morgan Birge & Assoc — Schedule C compensation
- John Daniel — Schedule C compensation
- Eye Med — Schedule C compensation
- Windy City Networks — Schedule C compensation
- Legacy Professionals — Schedule C compensation
- Comerica — Schedule C compensation