Southern Il Laborers & Employers Health & Welfare — Form 5500 plan (Board Of Trustees Southern Il Laborers & Employers Health & Welfare Pl)
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, Southern Il Laborers & Employers Health & Welfare is a benefit plan reported by Board Of Trustees Southern Il Laborers & Employers Health & Welfare Pl under EIN 37-1037101 and plan number 501. The latest loaded filing year is 2023. The filing reports 846 participants and $22,847,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Southern Il Laborers & Employers Health & Welfare Pl
- EIN
- 37-1037101
- Plan number
- 501
- Plan type
- 1
- Location
- Marion, IL
- Latest filing year
- 2023
- Participants
- 846
- End-of-year plan assets
- $22,847,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 846 | H, C | 20250513173506NAL0040546146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,847,731
- Total liabilities (EOY)
- $3,826,865
- Net assets (EOY)
- $19,020,866
- Net assets (BOY)
- $15,586,533
Income & contributions
- Employer contributions
- $14,090,867
- Participant contributions
- $6,768,774
- Total contributions
- $20,859,641
- Total income / additions
- $22,626,479
Expenses & distributions
- Benefits paid
- $17,605,194
- Administrative expenses
- $1,586,952
- Total expenses
- $19,192,146
- Net increase / (decrease)
- $3,434,333
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee 3 | EMPLOYEE | $169,891 | not reported in the loaded dataset | 2023 |
| Employee 1 | EMPLOYEE | $157,082 | not reported in the loaded dataset | 2023 |
| Employee 4 | EMPLOYEE | $109,092 | not reported in the loaded dataset | 2023 |
| Employee 6 | EMPLOYEE | $107,056 | not reported in the loaded dataset | 2023 |
| Employee 7 | EMPLOYEE | $82,174 | not reported in the loaded dataset | 2023 |
| Employee 2 | EMPLOYEE | $75,324 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest), Inc | NONE | $71,864 | not reported in the loaded dataset | 2023 |
| Midwest Region Health & Safety Fund | NONE | $70,101 | not reported in the loaded dataset | 2023 |
| Savrx | NONE | $54,099 | not reported in the loaded dataset | 2023 |
| Cavanagh & Ohara, Llp | NONE | $40,285 | not reported in the loaded dataset | 2023 |
| Employee 5 | EMPLOYEE | $39,288 | not reported in the loaded dataset | 2023 |
| Central Laborers Pension Fund | NONE | $32,353 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $29,875 | not reported in the loaded dataset | 2023 |
| Perspectives, Ltd | NONE | $19,701 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Southern Il Laborers & Employers Health & Welfare Pl
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Marion, IL
- Employee 3 — Schedule C compensation
- Employee 1 — Schedule C compensation
- Employee 4 — Schedule C compensation
- Employee 6 — Schedule C compensation
- Employee 7 — Schedule C compensation
- Employee 2 — Schedule C compensation
- The Segal Company (Midwest), Inc — Schedule C compensation
- Midwest Region Health & Safety Fund — Schedule C compensation
- Savrx — Schedule C compensation
- Cavanagh & Ohara, Llp — Schedule C compensation
- Employee 5 — Schedule C compensation
- Central Laborers Pension Fund — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Perspectives, Ltd — Schedule C compensation
- Marquette Associates — Schedule C compensation