Local 731, I.B. Of T., Health And Welfare Fund — Form 5500 plan (Local No. 731 I B Of T Health And 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, Local 731, I.B. Of T., Health And Welfare Fund is a benefit plan reported by Local No. 731 I B Of T Health And Welfare Fund under EIN 36-2392752 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,933 participants and $120,398,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local No. 731 I B Of T Health And Welfare Fund
- EIN
- 36-2392752
- Plan number
- 501
- Plan type
- 1
- Location
- Burr Ridge, IL
- Latest filing year
- 2023
- Participants
- 3,933
- End-of-year plan assets
- $120,398,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,933 | H, C | 20250410105205NAL0011711827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,398,699
- Total liabilities (EOY)
- $6,697,635
- Net assets (EOY)
- $113,701,064
- Net assets (BOY)
- $103,860,392
Income & contributions
- Employer contributions
- $64,290,554
- Participant contributions
- $9,749,114
- Total contributions
- $74,039,668
- Total income / additions
- $84,225,255
Expenses & distributions
- Benefits paid
- $71,689,341
- Administrative expenses
- $2,695,242
- Total expenses
- $74,384,583
- Net increase / (decrease)
- $9,840,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,985,868 | $0 | 2023 |
| Payd Health | NONE | $1,027,448 | not reported in the loaded dataset | 2023 |
| Empirx Health | NONE | $644,158 | not reported in the loaded dataset | 2023 |
| Pat Saenz | EMPLOYEE | $140,712 | not reported in the loaded dataset | 2023 |
| Rich Clarson | ADMINISTRATOR | $130,805 | not reported in the loaded dataset | 2023 |
| Valenz | NONE | $117,077 | not reported in the loaded dataset | 2023 |
| Dowd, Bloch, Bennett Et Al | NONE | $115,082 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc. | NONE | $109,680 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $89,666 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius | NONE | $88,830 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $87,392 | not reported in the loaded dataset | 2023 |
| Michael Wainscott | EMPLOYEE | $85,121 | not reported in the loaded dataset | 2023 |
| Red Card Systems, LLC | NONE | $80,639 | not reported in the loaded dataset | 2023 |
| Macnell Accounting & Consulting Llp | NONE | $79,024 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $67,212 | not reported in the loaded dataset | 2023 |
| Therisa Gonzalez | EMPLOYEE | $65,122 | not reported in the loaded dataset | 2023 |
| Tfbc, LLC | NONE | $65,048 | not reported in the loaded dataset | 2023 |
| Bond Brothers | NONE | $63,854 | not reported in the loaded dataset | 2023 |
| Preferred Network Access, Inc. | NONE | $60,325 | not reported in the loaded dataset | 2023 |
| Joanne Saenz | EMPLOYEE | $58,623 | not reported in the loaded dataset | 2023 |
| Hub International | NONE | $52,534 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners, Inc. | NONE | $52,390 | not reported in the loaded dataset | 2023 |
| Rita Budeselich | EMPLOYEE | $52,081 | not reported in the loaded dataset | 2023 |
| Cindy Perna | EMPLOYEE | $51,627 | not reported in the loaded dataset | 2023 |
| Veronica Correa | EMPLOYEE | $48,662 | not reported in the loaded dataset | 2023 |
| Viveka Health | NONE | $48,079 | not reported in the loaded dataset | 2023 |
| Jennifer Brandt | EMPLOYEE | $45,418 | not reported in the loaded dataset | 2023 |
| Sheri Plos | EMPLOYEE | $43,233 | not reported in the loaded dataset | 2023 |
| Sue Hawrysio | EMPLOYEE | $40,553 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Gina Benge | EMPLOYEE | $35,519 | not reported in the loaded dataset | 2023 |
| Yolanda Fernandez | EMPLOYEE | $34,569 | not reported in the loaded dataset | 2023 |
| Alicia Benson | EMPLOYEE | $32,869 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $14,689 | $0 | 2023 |
| Greenlight | NONE | $12,995 | not reported in the loaded dataset | 2023 |
| Old National Bancorp | NONE | $10,178 | not reported in the loaded dataset | 2023 |
| Midwest Employee Benefit Funds | NONE | $8,430 | not reported in the loaded dataset | 2023 |
| Davis Vision | NONE | $7,498 | not reported in the loaded dataset | 2023 |
| Accurate Document Destruction | NONE | $6,921 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local No. 731 I B Of T Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Burr Ridge, IL
- Blue Cross Blue Shield — Schedule C compensation
- Payd Health — Schedule C compensation
- Empirx Health — Schedule C compensation
- Pat Saenz — Schedule C compensation
- Rich Clarson — Schedule C compensation
- Valenz — Schedule C compensation
- Dowd, Bloch, Bennett Et Al — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Morgan, Lewis & Bockius — Schedule C compensation
- Delta Dental — Schedule C compensation
- Michael Wainscott — Schedule C compensation
- Red Card Systems, LLC — Schedule C compensation
- Macnell Accounting & Consulting Llp — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Therisa Gonzalez — Schedule C compensation
- Tfbc, LLC — Schedule C compensation
- Bond Brothers — Schedule C compensation
- Preferred Network Access, Inc. — Schedule C compensation
- Joanne Saenz — Schedule C compensation
- Hub International — Schedule C compensation
- Lasalle Consulting Partners, Inc. — Schedule C compensation
- Rita Budeselich — Schedule C compensation
- Cindy Perna — Schedule C compensation
- Veronica Correa — Schedule C compensation
- Viveka Health — Schedule C compensation
- Jennifer Brandt — Schedule C compensation
- Sheri Plos — Schedule C compensation
- Sue Hawrysio — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Gina Benge — Schedule C compensation
- Yolanda Fernandez — Schedule C compensation
- Alicia Benson — Schedule C compensation
- Investment Consulting Services — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Greenlight — Schedule C compensation
- Old National Bancorp — Schedule C compensation
- Midwest Employee Benefit Funds — Schedule C compensation
- Davis Vision — Schedule C compensation
- Accurate Document Destruction — Schedule C compensation