Central States Joint Board Health And Welfare Trust Fund — Form 5500 plan (Central States Joint Board Health & Welfare Trust 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, Central States Joint Board Health And Welfare Trust Fund is a benefit plan reported by Central States Joint Board Health & Welfare Trust Fund under EIN 36-2376645 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,716 participants and $74,084,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central States Joint Board Health & Welfare Trust Fund
- EIN
- 36-2376645
- Plan number
- 501
- Plan type
- 1
- Location
- Hillside, IL
- Latest filing year
- 2023
- Participants
- 4,716
- End-of-year plan assets
- $74,084,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,716 | H, C | 20241013165015NAL0014170947003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,084,552
- Total liabilities (EOY)
- $6,860,823
- Net assets (EOY)
- $67,223,729
- Net assets (BOY)
- $63,360,460
Income & contributions
- Employer contributions
- $55,675,876
- Participant contributions
- $305,008
- Total contributions
- $55,980,884
- Total income / additions
- $66,874,150
Expenses & distributions
- Benefits paid
- $58,712,698
- Administrative expenses
- $4,298,183
- Total expenses
- $63,010,881
- Net increase / (decrease)
- $3,863,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,914,443 | not reported in the loaded dataset | 2023 |
| Valenz Care | NONE | $189,935 | not reported in the loaded dataset | 2023 |
| Zacks Investment Management | NONE | $112,071 | not reported in the loaded dataset | 2023 |
| Lynette S. Allen | NONE | $84,500 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | SEE STMT. (2) | $77,175 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | SEE STMT. (2) | $77,159 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co. Llp | SEE STMT. (1) | $75,000 | not reported in the loaded dataset | 2023 |
| Johnson & Krol | SEE STMT. (1) | $67,837 | not reported in the loaded dataset | 2023 |
| Sonia Rios | NONE | $59,569 | not reported in the loaded dataset | 2023 |
| Daisy M. Serrano Cruz | NONE | $48,084 | not reported in the loaded dataset | 2023 |
| M.D. Sass LLC | NONE | $38,878 | $0 | 2023 |
| Aristotle Credit Partners LLC | NONE | $33,322 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | SEE STMT. (2) | $30,691 | not reported in the loaded dataset | 2023 |
| Gabriela Ramirez | NONE | $27,672 | not reported in the loaded dataset | 2023 |
| Change Healthcare Solutions LLC | NONE | $22,964 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $19,667 | not reported in the loaded dataset | 2023 |
| Everactive Solutions | SEE STMT. (2) | $17,778 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central States Joint Board Health & Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Hillside, IL
- Blue Cross Blue Shield — Schedule C compensation
- Valenz Care — Schedule C compensation
- Zacks Investment Management — Schedule C compensation
- Lynette S. Allen — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Buchbinder Tunick & Co. Llp — Schedule C compensation
- Johnson & Krol — Schedule C compensation
- Sonia Rios — Schedule C compensation
- Daisy M. Serrano Cruz — Schedule C compensation
- M.D. Sass LLC — Schedule C compensation
- Aristotle Credit Partners LLC — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Gabriela Ramirez — Schedule C compensation
- Change Healthcare Solutions LLC — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Everactive Solutions — Schedule C compensation