Building Material Chauffeurs, Teamsters & Helpers Welfare Fund Of Chicago — Form 5500 plan (Trustees Of 786 Ibt Material 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, Building Material Chauffeurs, Teamsters & Helpers Welfare Fund Of Chicago is a benefit plan reported by Trustees Of 786 Ibt Material Welfare Fund under EIN 36-6057110 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,634 participants and $66,112,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of 786 Ibt Material Welfare Fund
- EIN
- 36-6057110
- Plan number
- 501
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,634
- End-of-year plan assets
- $66,112,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,634 | H, C | 20250325100659NAL0007625267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,112,493
- Total liabilities (EOY)
- $4,500,098
- Net assets (EOY)
- $61,612,395
- Net assets (BOY)
- $55,059,655
Income & contributions
- Employer contributions
- $29,028,748
- Participant contributions
- $237,328
- Total contributions
- $29,266,076
- Total income / additions
- $38,646,147
Expenses & distributions
- Benefits paid
- $30,944,556
- Administrative expenses
- $1,148,851
- Total expenses
- $32,093,407
- Net increase / (decrease)
- $6,552,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $640,419 | $0 | 2023 |
| Elite Administration | NONE | $446,240 | $646 | 2023 |
| Healthcare Strategies Inc | NONE | $304,621 | not reported in the loaded dataset | 2023 |
| Jeffrey Hoff | EMPLOYEE | $172,681 | not reported in the loaded dataset | 2023 |
| Melody Orozco | EMPLOYEE | $100,378 | not reported in the loaded dataset | 2023 |
| Legacy Professionals | NONE | $98,455 | not reported in the loaded dataset | 2023 |
| Christine Uson | EMPLOYEE | $80,276 | not reported in the loaded dataset | 2023 |
| Tracy Vari | EMPLOYEE | $79,652 | not reported in the loaded dataset | 2023 |
| Burke, Burns, & Pinelli | NONE | $63,085 | not reported in the loaded dataset | 2023 |
| Mary Ceretto | EMPLOYEE | $60,659 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group, Inc | NONE | $55,855 | not reported in the loaded dataset | 2023 |
| Hope Assistance Plans | NONE | $54,005 | not reported in the loaded dataset | 2023 |
| Laner Muchin | NONE | $46,563 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $33,369 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $26,250 | not reported in the loaded dataset | 2023 |
| Riverbridge Partners, LLC | NONE | $25,045 | $0 | 2023 |
| Bmo Harris Bank | NONE | $21,898 | $0 | 2023 |
| Pgim Investments | NONE | $21,881 | $0 | 2023 |
| Silvercrest Asset Management | NONE | $19,422 | $0 | 2023 |
| Dental Network Of America | NONE | $15,227 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners | NONE | $13,453 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $13,422 | not reported in the loaded dataset | 2023 |
| Steve Warnke | TRUSTEE | $7,158 | not reported in the loaded dataset | 2023 |
| Rosanne Lacalamita | EMPLOYEE | $6,630 | not reported in the loaded dataset | 2023 |
| Eddie Rizzo | TRUSTEE | $5,369 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of 786 Ibt Material Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Blue Cross Blue Shield — Schedule C compensation
- Elite Administration — Schedule C compensation
- Healthcare Strategies Inc — Schedule C compensation
- Jeffrey Hoff — Schedule C compensation
- Melody Orozco — Schedule C compensation
- Legacy Professionals — Schedule C compensation
- Christine Uson — Schedule C compensation
- Tracy Vari — Schedule C compensation
- Burke, Burns, & Pinelli — Schedule C compensation
- Mary Ceretto — Schedule C compensation
- Vitech Systems Group, Inc — Schedule C compensation
- Hope Assistance Plans — Schedule C compensation
- Laner Muchin — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Mercer — Schedule C compensation
- Riverbridge Partners, LLC — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Pgim Investments — Schedule C compensation
- Silvercrest Asset Management — Schedule C compensation
- Dental Network Of America — Schedule C compensation
- Lasalle Consulting Partners — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Steve Warnke — Schedule C compensation
- Rosanne Lacalamita — Schedule C compensation
- Eddie Rizzo — Schedule C compensation