Duluth Building Trades Health And Welfare Fund — Form 5500 plan (Duluth Building Trades Health 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, Duluth Building Trades Health And Welfare Fund is a benefit plan reported by Duluth Building Trades Health Welfare Fund under EIN 41-6025701 and plan number 501. The latest loaded filing year is 2023. The filing reports 890 participants and $35,128,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duluth Building Trades Health Welfare Fund
- EIN
- 41-6025701
- Plan number
- 501
- Plan type
- 1
- Location
- Duluth, MN
- Latest filing year
- 2023
- Participants
- 890
- End-of-year plan assets
- $35,128,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 890 | H, C | 20241014140009NAL0027493281003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,128,181
- Total liabilities (EOY)
- $13,761,689
- Net assets (EOY)
- $21,366,492
- Net assets (BOY)
- $18,411,824
Income & contributions
- Employer contributions
- $15,556,177
- Participant contributions
- $2,524,788
- Total contributions
- $18,080,965
- Total income / additions
- $21,049,608
Expenses & distributions
- Benefits paid
- $17,442,735
- Administrative expenses
- $652,205
- Total expenses
- $18,094,940
- Net increase / (decrease)
- $2,954,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane | NONE | $366,439 | not reported in the loaded dataset | 2023 |
| Stairway Partners LLC | NONE | $119,978 | not reported in the loaded dataset | 2023 |
| Health Gauge | NONE | $94,279 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $82,874 | not reported in the loaded dataset | 2023 |
| Andrew & Bransky P.A. | NONE | $51,996 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $27,547 | not reported in the loaded dataset | 2023 |
| Bauman Associates, Ltd. | NONE | $14,115 | not reported in the loaded dataset | 2023 |
| Team Corporation | NONE | $12,997 | not reported in the loaded dataset | 2023 |
| Prime Therapeutics | NONE | $10,768 | not reported in the loaded dataset | 2023 |
| Raff Printing | NONE | $9,133 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Duluth Building Trades Health Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Duluth, MN
- Wilson-Mcshane — Schedule C compensation
- Stairway Partners LLC — Schedule C compensation
- Health Gauge — Schedule C compensation
- The Segal Company — Schedule C compensation
- Andrew & Bransky P.A. — Schedule C compensation
- Delta Dental — Schedule C compensation
- Bauman Associates, Ltd. — Schedule C compensation
- Team Corporation — Schedule C compensation
- Prime Therapeutics — Schedule C compensation
- Raff Printing — Schedule C compensation