Fox Valley Laborers Health & Welfare Fund — Form 5500 plan (Trustees Of Fox Valley Laborers 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, Fox Valley Laborers Health & Welfare Fund is a benefit plan reported by Trustees Of Fox Valley Laborers Health And Welfare Fund under EIN 36-6219639 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,009 participants and $130,287,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Fox Valley Laborers Health And Welfare Fund
- EIN
- 36-6219639
- Plan number
- 501
- Plan type
- 1
- Location
- Elgin, IL
- Latest filing year
- 2023
- Participants
- 2,009
- End-of-year plan assets
- $130,287,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,009 | H, C | 20250307094113NAL0019455440002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,287,745
- Total liabilities (EOY)
- $27,688,742
- Net assets (EOY)
- $102,599,003
- Net assets (BOY)
- $95,031,479
Income & contributions
- Employer contributions
- $37,010,729
- Participant contributions
- $1,894,944
- Total contributions
- $38,905,673
- Total income / additions
- $51,071,223
Expenses & distributions
- Benefits paid
- $41,138,565
- Administrative expenses
- $2,365,134
- Total expenses
- $43,503,699
- Net increase / (decrease)
- $7,567,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Care Services Corp(Bc/Bs) | NONE | $792,372 | $0 | 2023 |
| Sei Investments | NONE | $336,655 | $0 | 2023 |
| Hines & Associates, Inc. | NONE | $284,479 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $225,267 | not reported in the loaded dataset | 2023 |
| Palmer, Tanya | EMPLOYEE | $151,358 | not reported in the loaded dataset | 2023 |
| Joanna Lopez | EMPLOYEE | $131,063 | not reported in the loaded dataset | 2023 |
| Cvs Health | NONE | $125,518 | not reported in the loaded dataset | 2023 |
| Elina Llamas | EMPLOYEE | $124,064 | not reported in the loaded dataset | 2023 |
| Deborah French | EMPLOYEE | $116,037 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $101,847 | not reported in the loaded dataset | 2023 |
| Daisy Alvarado | EMPLOYEE | $90,549 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $90,543 | not reported in the loaded dataset | 2023 |
| Diaz, Maria | EMPLOYEE | $88,993 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $88,779 | not reported in the loaded dataset | 2023 |
| David Ugarte | EMPLOYEE | $64,672 | not reported in the loaded dataset | 2023 |
| Cimino, Michele A | EMPLOYEE | $61,606 | not reported in the loaded dataset | 2023 |
| Northern Trust Co | NONE | $59,479 | $0 | 2023 |
| Alejandres, Alexandria | EMPLOYEE | $52,277 | not reported in the loaded dataset | 2023 |
| Allegra Coal City | NONE | $50,546 | not reported in the loaded dataset | 2023 |
| Dental Network Of America | NONE | $46,909 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems, Inc. | NONE | $35,805 | not reported in the loaded dataset | 2023 |
| Northern Print Network | NONE | $17,490 | not reported in the loaded dataset | 2023 |
| Bmi Audit Services, LLC | NONE | $16,205 | not reported in the loaded dataset | 2023 |
| Eyemed Vision Care, Inc. | NONE | $12,374 | not reported in the loaded dataset | 2023 |
| Ikon Software Inc. | NONE | $12,315 | not reported in the loaded dataset | 2023 |
| Automatic Data Processing, Inc. | NONE | $7,211 | not reported in the loaded dataset | 2023 |
| Bassler & Co Insurance Agency | NONE | $0 | $6,945 | 2023 |
| Green Light Cost Management, LLC | NONE | $6,679 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Fox Valley Laborers Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elgin, IL
- Health Care Services Corp(Bc/Bs) — Schedule C compensation
- Sei Investments — Schedule C compensation
- Hines & Associates, Inc. — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Palmer, Tanya — Schedule C compensation
- Joanna Lopez — Schedule C compensation
- Cvs Health — Schedule C compensation
- Elina Llamas — Schedule C compensation
- Deborah French — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Daisy Alvarado — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Diaz, Maria — Schedule C compensation
- Baum Sigman Auerbach & Neuman, Ltd. — Schedule C compensation
- David Ugarte — Schedule C compensation
- Cimino, Michele A — Schedule C compensation
- Northern Trust Co — Schedule C compensation
- Alejandres, Alexandria — Schedule C compensation
- Allegra Coal City — Schedule C compensation
- Dental Network Of America — Schedule C compensation
- Employee Resource Systems, Inc. — Schedule C compensation
- Northern Print Network — Schedule C compensation
- Bmi Audit Services, LLC — Schedule C compensation
- Eyemed Vision Care, Inc. — Schedule C compensation
- Ikon Software Inc. — Schedule C compensation
- Automatic Data Processing, Inc. — Schedule C compensation
- Bassler & Co Insurance Agency — Schedule C compensation
- Green Light Cost Management, LLC — Schedule C compensation