Central Illinois Carpenters Health And Welfare Fun — Form 5500 plan (Board Of Trustees Of Central Illinois Carpenters Health And Welfare Fu)
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, Central Illinois Carpenters Health And Welfare Fun is a benefit plan reported by Board Of Trustees Of Central Illinois Carpenters Health And Welfare Fu under EIN 37-1117215 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,929 participants and $72,884,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Central Illinois Carpenters Health And Welfare Fu
- EIN
- 37-1117215
- Plan number
- 501
- Plan type
- 1
- Location
- Lincoln, IL
- Latest filing year
- 2023
- Participants
- 1,929
- End-of-year plan assets
- $72,884,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,929 | H, C | 20240927134356NAL0001294979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,884,583
- Total liabilities (EOY)
- $4,566,330
- Net assets (EOY)
- $68,318,253
- Net assets (BOY)
- $61,765,710
Income & contributions
- Employer contributions
- $31,052,237
- Participant contributions
- $2,376,401
- Total contributions
- $33,428,638
- Total income / additions
- $40,053,852
Expenses & distributions
- Benefits paid
- $31,270,539
- Administrative expenses
- $2,230,770
- Total expenses
- $33,501,309
- Net increase / (decrease)
- $6,552,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Express Scripts, Inc. | NONE | $307,397 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $126,997 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara | NONE | $111,324 | not reported in the loaded dataset | 2023 |
| United Systems And Software, Inc | NONE | $104,251 | not reported in the loaded dataset | 2023 |
| Employee 2 | EMPLOYEE | $90,789 | not reported in the loaded dataset | 2023 |
| Mid-America Carp Reg Cncl Ben Fds | NONE | $86,875 | not reported in the loaded dataset | 2023 |
| Employee 1 | EMPLOYEE | $84,256 | not reported in the loaded dataset | 2023 |
| Total Administrative Services Corp | NONE | $79,617 | not reported in the loaded dataset | 2023 |
| Employee 5 | EMPLOYEE | $75,994 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $73,000 | not reported in the loaded dataset | 2023 |
| Employee 3 | EMPLOYEE | $69,858 | not reported in the loaded dataset | 2023 |
| Employee 7 | EMPLOYEE | $68,932 | not reported in the loaded dataset | 2023 |
| Employee 6 | EMPLOYEE | $67,049 | not reported in the loaded dataset | 2023 |
| Employee 4 | EMPLOYEE | $66,144 | not reported in the loaded dataset | 2023 |
| Carpenters Pension Fund Of Illinois | NONE | $60,156 | not reported in the loaded dataset | 2023 |
| Compsych | NONE | $34,416 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $34,380 | $0 | 2023 |
| Levi, Ray, & Shoup, Inc | NONE | $31,259 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States), | NONE | $24,526 | not reported in the loaded dataset | 2023 |
| Franklin Templeton | NONE | $20,557 | not reported in the loaded dataset | 2023 |
| Cambiar Investors, LLC | NONE | $16,708 | $0 | 2023 |
| Weaver C Barksdale & Associates, In | NONE | $16,206 | not reported in the loaded dataset | 2023 |
| Illinois National Bank | NONE | $5,198 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Central Illinois Carpenters Health And Welfare Fu
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lincoln, IL
- Express Scripts, Inc. — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Cavanagh & O'Hara — Schedule C compensation
- United Systems And Software, Inc — Schedule C compensation
- Employee 2 — Schedule C compensation
- Mid-America Carp Reg Cncl Ben Fds — Schedule C compensation
- Employee 1 — Schedule C compensation
- Total Administrative Services Corp — Schedule C compensation
- Employee 5 — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Employee 3 — Schedule C compensation
- Employee 7 — Schedule C compensation
- Employee 6 — Schedule C compensation
- Employee 4 — Schedule C compensation
- Carpenters Pension Fund Of Illinois — Schedule C compensation
- Compsych — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Levi, Ray, & Shoup, Inc — Schedule C compensation
- The Segal Company (Eastern States), — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Cambiar Investors, LLC — Schedule C compensation
- Weaver C Barksdale & Associates, In — Schedule C compensation
- Illinois National Bank — Schedule C compensation