Welfare Fund Of Engineers Local 513 — Form 5500 plan (Welfare Fund Of Engineers Local Union 513)
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, Welfare Fund Of Engineers Local 513 is a benefit plan reported by Welfare Fund Of Engineers Local Union 513 under EIN 43-6071748 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,978 participants and $133,055,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Welfare Fund Of Engineers Local Union 513
- EIN
- 43-6071748
- Plan number
- 501
- Plan type
- 1
- Location
- Bridgeton, MO
- Latest filing year
- 2023
- Participants
- 3,978
- End-of-year plan assets
- $133,055,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,978 | H, C | 20250213091730NAL0037229408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,055,377
- Total liabilities (EOY)
- $4,436,958
- Net assets (EOY)
- $128,618,419
- Net assets (BOY)
- $117,913,224
Income & contributions
- Employer contributions
- $52,124,152
- Participant contributions
- $6,295,193
- Total contributions
- $58,419,345
- Total income / additions
- $76,002,627
Expenses & distributions
- Benefits paid
- $61,936,591
- Administrative expenses
- $3,360,841
- Total expenses
- $65,297,432
- Net increase / (decrease)
- $10,705,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $1,114,407 | not reported in the loaded dataset | 2023 |
| Everside Health LLC | NONE | $950,842 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $157,659 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $99,000 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $76,269 | not reported in the loaded dataset | 2023 |
| Local 513 | RELATED ADMINISTRATOR | $55,833 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $53,908 | not reported in the loaded dataset | 2023 |
| Construction Data Services | NONE | $39,468 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden Company | NONE | $34,864 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $29,588 | not reported in the loaded dataset | 2023 |
| Hartnett Reyes-Jones | NONE | $27,002 | not reported in the loaded dataset | 2023 |
| Withumsmith & Brown | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| The Commerce Trust Company | NONE | $18,351 | not reported in the loaded dataset | 2023 |
| Bryan Cave Leighton Paisner LLC | NONE | $13,200 | not reported in the loaded dataset | 2023 |
| Bmo Harris8713 | NONE | $8,713 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Welfare Fund Of Engineers Local Union 513
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Bridgeton, MO
- Benesys, Inc. — Schedule C compensation
- Everside Health LLC — Schedule C compensation
- Delta Dental — Schedule C compensation
- Milliman Usa — Schedule C compensation
- National Investment Services — Schedule C compensation
- Local 513 — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Construction Data Services — Schedule C compensation
- Boston Trust Walden Company — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Hartnett Reyes-Jones — Schedule C compensation
- Withumsmith & Brown — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- The Commerce Trust Company — Schedule C compensation
- Bryan Cave Leighton Paisner LLC — Schedule C compensation
- Bmo Harris8713 — Schedule C compensation