Fox Valley & Vicinity Construction Workers Welfare Fund — Form 5500 plan (Trustees, Fox Valley & Vicinity Construction Workers 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, Fox Valley & Vicinity Construction Workers Welfare Fund is a benefit plan reported by Trustees, Fox Valley & Vicinity Construction Workers Welfare Fund under EIN 36-6147408 and plan number 501. The latest loaded filing year is 2023. The filing reports 646 participants and $22,250,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees, Fox Valley & Vicinity Construction Workers Welfare Fund
- EIN
- 36-6147408
- Plan number
- 501
- Plan type
- 1
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 646
- End-of-year plan assets
- $22,250,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 646 | H, C | 20250310120222NAL0015979649002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,250,449
- Total liabilities (EOY)
- $5,592,243
- Net assets (EOY)
- $16,658,206
- Net assets (BOY)
- $15,166,185
Income & contributions
- Employer contributions
- $10,323,225
- Participant contributions
- $556,185
- Total contributions
- $10,879,410
- Total income / additions
- $13,178,004
Expenses & distributions
- Benefits paid
- $11,127,206
- Administrative expenses
- $558,777
- Total expenses
- $11,685,983
- Net increase / (decrease)
- $1,492,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Care Service Corporation | NONE | $294,132 | $0 | 2023 |
| Group Administrators Ltd | NONE | $278,993 | $0 | 2023 |
| The Segal Company | NONE | $107,014 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $59,720 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $26,967 | $0 | 2023 |
| Strategic Capital Investment Adviso | NONE | $25,333 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman, Ltd | NONE | $18,906 | not reported in the loaded dataset | 2023 |
| Hines & Associates | NONE | $17,682 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems | NONE | $13,255 | not reported in the loaded dataset | 2023 |
| Dental Network Of America | NONE | $5,171 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees, Fox Valley & Vicinity Construction Workers Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- Health Care Service Corporation — Schedule C compensation
- Group Administrators Ltd — Schedule C compensation
- The Segal Company — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Northern Trust — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Baum Sigman Auerbach & Neuman, Ltd — Schedule C compensation
- Hines & Associates — Schedule C compensation
- Employee Resource Systems — Schedule C compensation
- Dental Network Of America — Schedule C compensation