Beer Industry Local Union No. 703 Health & Welfare — Form 5500 plan (Trustees Beer Industry Local Union No. 703 Health & 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, Beer Industry Local Union No. 703 Health & Welfare is a benefit plan reported by Trustees Beer Industry Local Union No. 703 Health & Welfare Fund under EIN 36-6051305 and plan number 501. The latest loaded filing year is 2023. The filing reports 527 participants and $16,733,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Beer Industry Local Union No. 703 Health & Welfare Fund
- EIN
- 36-6051305
- Plan number
- 501
- Plan type
- 1
- Location
- Tinley Park, IL
- Latest filing year
- 2023
- Participants
- 527
- End-of-year plan assets
- $16,733,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 527 | H, C | 20241011110427NAL0010847027003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,733,890
- Total liabilities (EOY)
- $1,101,877
- Net assets (EOY)
- $15,632,013
- Net assets (BOY)
- $16,256,545
Income & contributions
- Employer contributions
- $3,795,082
- Participant contributions
- $781,785
- Total contributions
- $4,576,867
- Total income / additions
- $6,194,400
Expenses & distributions
- Benefits paid
- $5,914,467
- Administrative expenses
- $904,465
- Total expenses
- $6,818,932
- Net increase / (decrease)
- -$624,532
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Care Service Corporation | NONE | $198,718 | $0 | 2023 |
| S. Reeves | FUND ADMINISTRATOR | $103,077 | not reported in the loaded dataset | 2023 |
| Asher Gittler & D'Alba Ltd | NONE | $80,760 | not reported in the loaded dataset | 2023 |
| M. Marrero | EMPLOYEE | $77,146 | not reported in the loaded dataset | 2023 |
| F. Cabrales | EMPLOYEE | $75,937 | not reported in the loaded dataset | 2023 |
| T. Weydeman | EMPLOYEE | $60,328 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $55,602 | not reported in the loaded dataset | 2023 |
| R. Baker | EMPLOYEE | $53,872 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $50,143 | $0 | 2023 |
| C. Schindler | EMPLOYEE | $40,227 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $36,629 | not reported in the loaded dataset | 2023 |
| V. Gonzales | EMPLOYEE | $25,475 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners Inc | NONE | $21,998 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions Inc | NONE | $21,160 | not reported in the loaded dataset | 2023 |
| Valenz | NONE | $19,292 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $14,753 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $11,948 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $0 | $10,743 | 2023 |
| D. Collins | TRUSTEE | $9,819 | not reported in the loaded dataset | 2023 |
| Spectera Inc | NONE | $7,589 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Beer Industry Local Union No. 703 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Tinley Park, IL
- Health Care Service Corporation — Schedule C compensation
- S. Reeves — Schedule C compensation
- Asher Gittler & D'Alba Ltd — Schedule C compensation
- M. Marrero — Schedule C compensation
- F. Cabrales — Schedule C compensation
- T. Weydeman — Schedule C compensation
- Segal Consulting — Schedule C compensation
- R. Baker — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- C. Schindler — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- V. Gonzales — Schedule C compensation
- Lasalle Consulting Partners Inc — Schedule C compensation
- Innovative Software Solutions Inc — Schedule C compensation
- Valenz — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Delta Dental — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- D. Collins — Schedule C compensation
- Spectera Inc — Schedule C compensation