Local 309 Electrical Health And Welfare Fund — Form 5500 plan (Trustees Of Local 309 Electrical 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, Local 309 Electrical Health And Welfare Fund is a benefit plan reported by Trustees Of Local 309 Electrical Health And Welfare Fund under EIN 37-6039515 and plan number 501. The latest loaded filing year is 2023. The filing reports 878 participants and $25,494,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 309 Electrical Health And Welfare Fund
- EIN
- 37-6039515
- Plan number
- 501
- Plan type
- 1
- Location
- Collinsville, IL
- Latest filing year
- 2023
- Participants
- 878
- End-of-year plan assets
- $25,494,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 878 | H, C | 20241015095934NAL0047282368003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,494,635
- Total liabilities (EOY)
- $1,624,965
- Net assets (EOY)
- $23,869,670
- Net assets (BOY)
- $22,307,395
Income & contributions
- Employer contributions
- $10,364,966
- Participant contributions
- $1,449,333
- Total contributions
- $11,491,075
- Total income / additions
- $14,039,236
Expenses & distributions
- Benefits paid
- $11,879,202
- Administrative expenses
- $597,759
- Total expenses
- $12,476,961
- Net increase / (decrease)
- $1,562,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health | NONE | $411,059 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | NONE | $110,610 | not reported in the loaded dataset | 2023 |
| Burr Oak Consulting | NONE | $57,701 | not reported in the loaded dataset | 2023 |
| Scheffel Boyle | NONE | $40,290 | not reported in the loaded dataset | 2023 |
| Systems Design Associates | NONE | $31,212 | not reported in the loaded dataset | 2023 |
| Mercy Managed Behavioral Health | NONE | $28,416 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $22,599 | not reported in the loaded dataset | 2023 |
| Schuchat, Cook, & Werner | NONE | $19,637 | not reported in the loaded dataset | 2023 |
| Monetary Management Group Inc | NONE | $12,601 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local 309 Electrical Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Collinsville, IL
- Meritain Health — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- Burr Oak Consulting — Schedule C compensation
- Scheffel Boyle — Schedule C compensation
- Systems Design Associates — Schedule C compensation
- Mercy Managed Behavioral Health — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Schuchat, Cook, & Werner — Schedule C compensation
- Monetary Management Group Inc — Schedule C compensation
- Milliman Usa — Schedule C compensation