Health And Welfare Fund Of The Excavating Grading — Form 5500 plan (Excavating Grading & Asphalt Craft 731 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, Health And Welfare Fund Of The Excavating Grading is a benefit plan reported by Excavating Grading & Asphalt Craft 731 Health And Welfare Fund under EIN 36-6073848 and plan number 501. The latest loaded filing year is 2023. The filing reports 415 participants and $24,773,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excavating Grading & Asphalt Craft 731 Health And Welfare Fund
- EIN
- 36-6073848
- Plan number
- 501
- Plan type
- 1
- Location
- Burr Ridge, IL
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $24,773,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20240920152402NAL0007686081003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,773,969
- Total liabilities (EOY)
- $762,993
- Net assets (EOY)
- $24,010,976
- Net assets (BOY)
- $21,325,192
Income & contributions
- Employer contributions
- $8,523,791
- Participant contributions
- $112,265
- Total contributions
- $8,636,056
- Total income / additions
- $12,496,406
Expenses & distributions
- Benefits paid
- $7,013,461
- Administrative expenses
- $2,797,161
- Total expenses
- $9,810,622
- Net increase / (decrease)
- $2,685,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $148,349 | $0 | 2023 |
| Dowd Bloch Bennett Cervone Auerbach | NONE | $96,656 | not reported in the loaded dataset | 2023 |
| Payd Health | NONE | $86,203 | not reported in the loaded dataset | 2023 |
| Empirx Health | NONE | $43,245 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services | NONE | $37,300 | not reported in the loaded dataset | 2023 |
| Tfbc, LLC | NONE | $36,325 | not reported in the loaded dataset | 2023 |
| Macnell Accounting And Consulting | NONE | $33,674 | not reported in the loaded dataset | 2023 |
| Buck Global | NONE | $31,168 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $30,700 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $18,851 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $18,824 | not reported in the loaded dataset | 2023 |
| National Investment Services Of Ame | NONE | $16,446 | not reported in the loaded dataset | 2023 |
| Medcare Management | NONE | $11,582 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $10,047 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $8,268 | not reported in the loaded dataset | 2023 |
| Bond Brothers & Co. | NONE | $7,910 | not reported in the loaded dataset | 2023 |
| Red Card Systems LLC | NONE | $7,711 | not reported in the loaded dataset | 2023 |
| Johnson Investment Counsel | NONE | $7,103 | not reported in the loaded dataset | 2023 |
| Preferred Network Access | NONE | $6,988 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems | NONE | $6,968 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners Inc. | NONE | $6,749 | not reported in the loaded dataset | 2023 |
| Old National Bank | NONE | $6,669 | not reported in the loaded dataset | 2023 |
| Chc Wellbeing | NONE | $6,111 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Excavating Grading & Asphalt Craft 731 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
- Dowd Bloch Bennett Cervone Auerbach — Schedule C compensation
- Payd Health — Schedule C compensation
- Empirx Health — Schedule C compensation
- Investment Consulting Services — Schedule C compensation
- Tfbc, LLC — Schedule C compensation
- Macnell Accounting And Consulting — Schedule C compensation
- Buck Global — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Baum Sigman Auerbach & Neuman, Ltd. — Schedule C compensation
- National Investment Services Of Ame — Schedule C compensation
- Medcare Management — Schedule C compensation
- Adp — Schedule C compensation
- Delta Dental — Schedule C compensation
- Bond Brothers & Co. — Schedule C compensation
- Red Card Systems LLC — Schedule C compensation
- Johnson Investment Counsel — Schedule C compensation
- Preferred Network Access — Schedule C compensation
- Employee Resource Systems — Schedule C compensation
- Lasalle Consulting Partners Inc. — Schedule C compensation
- Old National Bank — Schedule C compensation
- Chc Wellbeing — Schedule C compensation