Machinery Movers, Riggers & Mach. Erect. Local 136 Health And Welfare Fund — Form 5500 plan (Machinery Movers, Riggers & Mach. Erect Local 136 Health & Welfare Fun)
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, Machinery Movers, Riggers & Mach. Erect. Local 136 Health And Welfare Fund is a benefit plan reported by Machinery Movers, Riggers & Mach. Erect Local 136 Health & Welfare Fun under EIN 36-3204740 and plan number 501. The latest loaded filing year is 2023. The filing reports 153 participants and $5,453,039 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Machinery Movers, Riggers & Mach. Erect Local 136 Health & Welfare Fun
- EIN
- 36-3204740
- Plan number
- 501
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $5,453,039
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20250326124846NAL0023944928002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,453,039
- Total liabilities (EOY)
- $3,435,655
- Net assets (EOY)
- $2,017,384
- Net assets (BOY)
- $2,651,390
Income & contributions
- Employer contributions
- $2,379,836
- Participant contributions
- $129,415
- Total contributions
- $2,509,251
- Total income / additions
- $2,904,655
Expenses & distributions
- Benefits paid
- $3,287,521
- Administrative expenses
- $251,140
- Total expenses
- $3,538,661
- Net increase / (decrease)
- -$634,006
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Management Group | NONE | $95,259 | not reported in the loaded dataset | 2023 |
| Marathon Health | NONE | $84,465 | not reported in the loaded dataset | 2023 |
| James V. Gallery & Associate | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Health Care Service Corp (Bcbs) | NONE | $54,580 | $0 | 2023 |
| Union Eyes | NONE | $35,894 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $26,601 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $23,500 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Gregorio, Stec, Klein & Hose | NONE | $5,813 | not reported in the loaded dataset | 2023 |
| Sav-Rx | NONE | $5,297 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Machinery Movers, Riggers & Mach. Erect Local 136 Health & Welfare Fun
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Benefits Management Group — Schedule C compensation
- Marathon Health — Schedule C compensation
- James V. Gallery & Associate — Schedule C compensation
- Health Care Service Corp (Bcbs) — Schedule C compensation
- Union Eyes — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Gregorio, Stec, Klein & Hose — Schedule C compensation
- Sav-Rx — Schedule C compensation