Iron Workers' Tri-State Welfare Plan — Form 5500 plan (Trustees Of Iron Workers' Tri-State Welfare Plan)
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, Iron Workers' Tri-State Welfare Plan is a benefit plan reported by Trustees Of Iron Workers' Tri-State Welfare Plan under EIN 36-6599036 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,388 participants and $66,195,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Iron Workers' Tri-State Welfare Plan
- EIN
- 36-6599036
- Plan number
- 501
- Plan type
- 1
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 1,388
- End-of-year plan assets
- $66,195,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,388 | H, C | 20240823084906NAL0006225361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,195,723
- Total liabilities (EOY)
- $3,064,084
- Net assets (EOY)
- $63,131,639
- Net assets (BOY)
- $61,074,839
Income & contributions
- Employer contributions
- $22,848,724
- Participant contributions
- $642,402
- Total contributions
- $23,491,126
- Total income / additions
- $30,298,284
Expenses & distributions
- Benefits paid
- $26,938,871
- Administrative expenses
- $1,302,613
- Total expenses
- $28,241,484
- Net increase / (decrease)
- $2,056,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $649,961 | not reported in the loaded dataset | 2023 |
| Group Administrators, Ltd. | NONE | $455,496 | $0 | 2023 |
| The Segal Company (Midwest) Inc. | NONE | $252,611 | $1,417 | 2023 |
| Macnell Accounting & Consulting Llp | NONE | $179,461 | not reported in the loaded dataset | 2023 |
| Mcgann Ketterman And Rioux, Ltd | NONE | $87,685 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $85,476 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $37,762 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $15,218 | $0 | 2023 |
| Invesco Advisers Inc. | NONE | $11,327 | $0 | 2023 |
| Segal Select Ins. Services, Inc. | NONE | $6,494 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Iron Workers' Tri-State Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Group Administrators, Ltd. — Schedule C compensation
- The Segal Company (Midwest) Inc. — Schedule C compensation
- Macnell Accounting & Consulting Llp — Schedule C compensation
- Mcgann Ketterman And Rioux, Ltd — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Invesco Advisers Inc. — Schedule C compensation
- Segal Select Ins. Services, Inc. — Schedule C compensation