St. Louis Graphic Arts Joint Health & Welfare Fund — Form 5500 plan (St Louis Graphic Arts Joint 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, St. Louis Graphic Arts Joint Health & Welfare Fund is a benefit plan reported by St Louis Graphic Arts Joint Health & Welfare Fund under EIN 43-1178602 and plan number 501. The latest loaded filing year is 2023. The filing reports 354 participants and $3,364,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St Louis Graphic Arts Joint Health & Welfare Fund
- EIN
- 43-1178602
- Plan number
- 501
- Plan type
- 1
- Location
- St. Peters, MO
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $3,364,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20250408094407NAL0009925907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,364,510
- Total liabilities (EOY)
- $416
- Net assets (EOY)
- $3,364,094
- Net assets (BOY)
- $3,454,570
Income & contributions
- Participant contributions
- $172,485
- Total contributions
- $172,485
- Total income / additions
- $415,517
Expenses & distributions
- Benefits paid
- $345,000
- Administrative expenses
- $160,993
- Total expenses
- $505,993
- Net increase / (decrease)
- -$90,476
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tammy Westhues | EMPLOYEE | $65,154 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $18,012 | not reported in the loaded dataset | 2023 |
| Visionary Wealth Advisors | NONE | $11,306 | not reported in the loaded dataset | 2023 |
| St. John'S Bank & Trust | NONE | $9,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St Louis Graphic Arts Joint Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Peters, MO
- Tammy Westhues — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Visionary Wealth Advisors — Schedule C compensation
- St. John'S Bank & Trust — Schedule C compensation