Int'L Association Of Heat And Frost Insulators Local 17 Welfare Fund — Form 5500 plan (Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Welfare Fd)
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, Int'L Association Of Heat And Frost Insulators Local 17 Welfare Fund is a benefit plan reported by Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Welfare Fd under EIN 36-6600740 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,391 participants and $56,956,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Welfare Fd
- EIN
- 36-6600740
- Plan number
- 501
- Plan type
- 1
- Location
- Tinley Park, IL
- Latest filing year
- 2023
- Participants
- 1,391
- End-of-year plan assets
- $56,956,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,391 | H, C | 20241015115405NAL0028273265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,956,885
- Total liabilities (EOY)
- $2,056,522
- Net assets (EOY)
- $54,900,363
- Net assets (BOY)
- $53,344,602
Income & contributions
- Employer contributions
- $21,315,574
- Participant contributions
- $2,023,311
- Total contributions
- $23,338,885
- Total income / additions
- $28,851,821
Expenses & distributions
- Benefits paid
- $25,428,063
- Administrative expenses
- $1,867,997
- Total expenses
- $27,296,060
- Net increase / (decrease)
- $1,555,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $436,750 | $0 | 2023 |
| Cerner Health | NONE | $361,104 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $312,672 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $276,885 | not reported in the loaded dataset | 2023 |
| Union Eyes LLC | NONE | $241,917 | not reported in the loaded dataset | 2023 |
| Valenz Care | NONE | $225,492 | not reported in the loaded dataset | 2023 |
| Marathon Health | NONE | $180,110 | not reported in the loaded dataset | 2023 |
| Diane Boyte | EMPLOYEE | $141,367 | not reported in the loaded dataset | 2023 |
| Kimberly Hatfield | EMPLOYEE | $130,881 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $128,313 | $780 | 2023 |
| Maureen Glynn Nudi | EMPLOYEE | $125,354 | not reported in the loaded dataset | 2023 |
| Katie Mcmanus Dwyer | EMPLOYEE | $116,396 | not reported in the loaded dataset | 2023 |
| Mary Mcmullin | EMPLOYEE | $115,876 | not reported in the loaded dataset | 2023 |
| National Investment Svc Inc | NONE | $115,565 | not reported in the loaded dataset | 2023 |
| Jennifer Hill | EMPLOYEE | $107,728 | not reported in the loaded dataset | 2023 |
| Jacqueline Carson | EMPLOYEE | $79,653 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $77,265 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $55,026 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $44,961 | not reported in the loaded dataset | 2023 |
| Dental Network Of America, LLC | NONE | $33,817 | not reported in the loaded dataset | 2023 |
| James R Klemme | NONE | $33,026 | not reported in the loaded dataset | 2023 |
| Strategic Capital Invest Advisors | NONE | $28,500 | not reported in the loaded dataset | 2023 |
| Cassandra Glynn | EMPLOYEE | $25,031 | not reported in the loaded dataset | 2023 |
| K-Plus Computer Services, LLC | NONE | $12,282 | not reported in the loaded dataset | 2023 |
| Old National Bank | NONE | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Welfare Fd
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Tinley Park, IL
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Cerner Health — Schedule C compensation
- Express Scripts — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Union Eyes LLC — Schedule C compensation
- Valenz Care — Schedule C compensation
- Marathon Health — Schedule C compensation
- Diane Boyte — Schedule C compensation
- Kimberly Hatfield — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Maureen Glynn Nudi — Schedule C compensation
- Katie Mcmanus Dwyer — Schedule C compensation
- Mary Mcmullin — Schedule C compensation
- National Investment Svc Inc — Schedule C compensation
- Jennifer Hill — Schedule C compensation
- Jacqueline Carson — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Dental Network Of America, LLC — Schedule C compensation
- James R Klemme — Schedule C compensation
- Strategic Capital Invest Advisors — Schedule C compensation
- Cassandra Glynn — Schedule C compensation
- K-Plus Computer Services, LLC — Schedule C compensation
- Old National Bank — Schedule C compensation