Chicago & Vicinity Laborers' District Council Retiree Health & Welfare Plan — Form 5500 plan (Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W 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, Chicago & Vicinity Laborers' District Council Retiree Health & Welfare Plan is a benefit plan reported by Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund under EIN 46-5243652 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,706 participants and $771,101,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund
- EIN
- 46-5243652
- Plan number
- 501
- Plan type
- 1
- Location
- Westchester, IL
- Latest filing year
- 2023
- Participants
- 5,706
- End-of-year plan assets
- $771,101,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,706 | H, C | 20250313161921NAL0021128401002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $771,101,679
- Total liabilities (EOY)
- $11,523,807
- Net assets (EOY)
- $759,577,872
- Net assets (BOY)
- $655,644,317
Income & contributions
- Employer contributions
- $106,650,628
- Participant contributions
- $7,890,885
- Total contributions
- $114,541,513
- Total income / additions
- $211,950,190
Expenses & distributions
- Benefits paid
- $101,089,481
- Administrative expenses
- $6,927,154
- Total expenses
- $108,016,635
- Net increase / (decrease)
- $103,933,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthcare Service Corporation | NONE | $922,808 | $0 | 2023 |
| Zelis Payments Holdings LLC | NONE | $291,535 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $251,392 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $235,542 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $206,761 | not reported in the loaded dataset | 2023 |
| National Inv. Serv. Of America LLC | NONE | $140,573 | not reported in the loaded dataset | 2023 |
| Delta Dental Plan Of Illinois | NONE | $130,771 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group Inc | NONE | $122,430 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $120,773 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Management | NONE | $119,115 | $0 | 2023 |
| R. Torano | EMPLOYEE | $114,302 | not reported in the loaded dataset | 2023 |
| P. Wallace | EMPLOYEE | $110,990 | not reported in the loaded dataset | 2023 |
| Vsg Hosting | NONE | $100,658 | not reported in the loaded dataset | 2023 |
| G. R. Liska | EMPLOYEE | $93,146 | not reported in the loaded dataset | 2023 |
| L. Williams | EMPLOYEE | $92,723 | not reported in the loaded dataset | 2023 |
| M. Christopher | EMPLOYEE | $91,878 | not reported in the loaded dataset | 2023 |
| A. Carollo | EMPLOYEE | $89,831 | not reported in the loaded dataset | 2023 |
| V. Hoang | EMPLOYEE | $89,744 | not reported in the loaded dataset | 2023 |
| G. Harkness | EMPLOYEE | $86,745 | not reported in the loaded dataset | 2023 |
| C. Wenskus | ADMINISTRATOR | $84,479 | not reported in the loaded dataset | 2023 |
| R. Marcello | EMPLOYEE | $84,124 | not reported in the loaded dataset | 2023 |
| S. Schumann | EMPLOYEE | $83,409 | not reported in the loaded dataset | 2023 |
| J. Gilleran | EMPLOYEE | $82,250 | not reported in the loaded dataset | 2023 |
| A. Grossi | EMPLOYEE | $79,168 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $79,052 | $0 | 2023 |
| Y. Meltser | EMPLOYEE | $75,274 | not reported in the loaded dataset | 2023 |
| C. Pisani | EMPLOYEE | $73,434 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $72,743 | not reported in the loaded dataset | 2023 |
| R. Lacey | EMPLOYEE | $69,757 | not reported in the loaded dataset | 2023 |
| T. Marshall | EMPLOYEE | $69,679 | not reported in the loaded dataset | 2023 |
| Fis Workflow Solutions | NONE | $69,533 | not reported in the loaded dataset | 2023 |
| Allison, Slutsky & Kennedy, Pc | NONE | $68,726 | not reported in the loaded dataset | 2023 |
| S. Cheung | EMPLOYEE | $68,432 | not reported in the loaded dataset | 2023 |
| K. Decianni | EMPLOYEE | $66,834 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $62,796 | not reported in the loaded dataset | 2023 |
| D. Panzo | EMPLOYEE | $61,090 | not reported in the loaded dataset | 2023 |
| J. Suero | EMPLOYEE | $59,769 | not reported in the loaded dataset | 2023 |
| M. Mills | EMPLOYEE | $58,945 | not reported in the loaded dataset | 2023 |
| D. Williams | EMPLOYEE | $57,445 | not reported in the loaded dataset | 2023 |
| L. Andrade | EMPLOYEE | $54,563 | not reported in the loaded dataset | 2023 |
| M. Peck | EMPLOYEE | $54,271 | not reported in the loaded dataset | 2023 |
| S. Pagurko | EMPLOYEE | $53,994 | not reported in the loaded dataset | 2023 |
| L. Howard | EMPLOYEE | $53,802 | not reported in the loaded dataset | 2023 |
| P. Lombardi | EMPLOYEE | $52,369 | not reported in the loaded dataset | 2023 |
| K. Jackson | EMPLOYEE | $52,339 | not reported in the loaded dataset | 2023 |
| S. Collins | EMPLOYEE | $51,698 | not reported in the loaded dataset | 2023 |
| M. Cannella | EMPLOYEE | $51,293 | not reported in the loaded dataset | 2023 |
| N. Galluzzi | EMPLOYEE | $50,814 | not reported in the loaded dataset | 2023 |
| E. Mckinley | EMPLOYEE | $50,772 | not reported in the loaded dataset | 2023 |
| J. Colletti | EMPLOYEE | $50,489 | not reported in the loaded dataset | 2023 |
| K. Burdine | EMPLOYEE | $49,791 | not reported in the loaded dataset | 2023 |
| J. Caprio | EMPLOYEE | $49,191 | not reported in the loaded dataset | 2023 |
| D. Trillo Colon | EMPLOYEE | $48,893 | not reported in the loaded dataset | 2023 |
| Y. Blanchard | EMPLOYEE | $48,860 | not reported in the loaded dataset | 2023 |
| L. Nieves | EMPLOYEE | $48,754 | not reported in the loaded dataset | 2023 |
| R. Mohica | EMPLOYEE | $48,421 | not reported in the loaded dataset | 2023 |
| V. Adeszko | EMPLOYEE | $46,932 | not reported in the loaded dataset | 2023 |
| T. Maciel | EMPLOYEE | $46,300 | not reported in the loaded dataset | 2023 |
| J. Thomas | EMPLOYEE | $46,257 | not reported in the loaded dataset | 2023 |
| S. Specht | EMPLOYEE | $46,039 | not reported in the loaded dataset | 2023 |
| M. Varchetto | EMPLOYEE | $45,807 | not reported in the loaded dataset | 2023 |
| R. Bosque-Ovalle | EMPLOYEE | $45,779 | not reported in the loaded dataset | 2023 |
| J. Corrozzo | EMPLOYEE | $45,725 | not reported in the loaded dataset | 2023 |
| M. Cornejo | EMPLOYEE | $45,080 | not reported in the loaded dataset | 2023 |
| K. Flores | EMPLOYEE | $44,516 | not reported in the loaded dataset | 2023 |
| K. Bosque | EMPLOYEE | $44,248 | not reported in the loaded dataset | 2023 |
| O. Colon | EMPLOYEE | $43,584 | not reported in the loaded dataset | 2023 |
| G. Arevalo | EMPLOYEE | $43,443 | not reported in the loaded dataset | 2023 |
| B. Mcanally | EMPLOYEE | $43,275 | not reported in the loaded dataset | 2023 |
| J. Croasdale | EMPLOYEE | $43,090 | not reported in the loaded dataset | 2023 |
| K. Nason | EMPLOYEE | $43,075 | not reported in the loaded dataset | 2023 |
| K. Earley | EMPLOYEE | $43,015 | not reported in the loaded dataset | 2023 |
| C. Ford | EMPLOYEE | $42,841 | not reported in the loaded dataset | 2023 |
| M. Quezada | EMPLOYEE | $42,143 | not reported in the loaded dataset | 2023 |
| S. Breckenridge | EMPLOYEE | $41,297 | not reported in the loaded dataset | 2023 |
| C. Cruz | EMPLOYEE | $40,874 | not reported in the loaded dataset | 2023 |
| D. Giannola | EMPLOYEE | $40,287 | not reported in the loaded dataset | 2023 |
| W. Figueroa | EMPLOYEE | $40,168 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $39,735 | $0 | 2023 |
| V. Munoz | EMPLOYEE | $39,076 | not reported in the loaded dataset | 2023 |
| M. Truesdale | EMPLOYEE | $38,983 | not reported in the loaded dataset | 2023 |
| K. Fluck | EMPLOYEE | $38,594 | not reported in the loaded dataset | 2023 |
| L. Lopez | EMPLOYEE | $37,732 | not reported in the loaded dataset | 2023 |
| Marquette Associates Inc | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| M. Lopez | EMPLOYEE | $37,003 | not reported in the loaded dataset | 2023 |
| E. Cardenas | EMPLOYEE | $36,715 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $36,206 | not reported in the loaded dataset | 2023 |
| A. Sanchez Gonzalez | EMPLOYEE | $32,247 | not reported in the loaded dataset | 2023 |
| C. Anderson | EMPLOYEE | $31,378 | not reported in the loaded dataset | 2023 |
| Compsych | NONE | $31,020 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren, S.C. | NONE | $28,214 | not reported in the loaded dataset | 2023 |
| G. Rhoades | EMPLOYEE | $26,579 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Assoc. LLC | NONE | $26,331 | not reported in the loaded dataset | 2023 |
| Abm Industries Inc. | NONE | $20,170 | not reported in the loaded dataset | 2023 |
| Dowd Bloch Bennett Cervone Et Al | NONE | $18,107 | not reported in the loaded dataset | 2023 |
| Dahme Mechanical Industries | NONE | $10,728 | not reported in the loaded dataset | 2023 |
| The Daniel And Henry Co. | NONE | $0 | $9,294 | 2023 |
| Access Information | NONE | $7,449 | not reported in the loaded dataset | 2023 |
| Richard J. Wolf & Co., Inc. | NONE | $5,269 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westchester, IL
- Healthcare Service Corporation — Schedule C compensation
- Zelis Payments Holdings LLC — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- National Inv. Serv. Of America LLC — Schedule C compensation
- Delta Dental Plan Of Illinois — Schedule C compensation
- Vitech Systems Group Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- R. Torano — Schedule C compensation
- P. Wallace — Schedule C compensation
- Vsg Hosting — Schedule C compensation
- G. R. Liska — Schedule C compensation
- L. Williams — Schedule C compensation
- M. Christopher — Schedule C compensation
- A. Carollo — Schedule C compensation
- V. Hoang — Schedule C compensation
- G. Harkness — Schedule C compensation
- C. Wenskus — Schedule C compensation
- R. Marcello — Schedule C compensation
- S. Schumann — Schedule C compensation
- J. Gilleran — Schedule C compensation
- A. Grossi — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Y. Meltser — Schedule C compensation
- C. Pisani — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- R. Lacey — Schedule C compensation
- T. Marshall — Schedule C compensation
- Fis Workflow Solutions — Schedule C compensation
- Allison, Slutsky & Kennedy, Pc — Schedule C compensation
- S. Cheung — Schedule C compensation
- K. Decianni — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- D. Panzo — Schedule C compensation
- J. Suero — Schedule C compensation
- M. Mills — Schedule C compensation
- D. Williams — Schedule C compensation
- L. Andrade — Schedule C compensation
- M. Peck — Schedule C compensation
- S. Pagurko — Schedule C compensation
- L. Howard — Schedule C compensation
- P. Lombardi — Schedule C compensation
- K. Jackson — Schedule C compensation
- S. Collins — Schedule C compensation
- M. Cannella — Schedule C compensation
- N. Galluzzi — Schedule C compensation
- E. Mckinley — Schedule C compensation
- J. Colletti — Schedule C compensation
- K. Burdine — Schedule C compensation
- J. Caprio — Schedule C compensation
- D. Trillo Colon — Schedule C compensation
- Y. Blanchard — Schedule C compensation
- L. Nieves — Schedule C compensation
- R. Mohica — Schedule C compensation
- V. Adeszko — Schedule C compensation
- T. Maciel — Schedule C compensation
- J. Thomas — Schedule C compensation
- S. Specht — Schedule C compensation
- M. Varchetto — Schedule C compensation
- R. Bosque-Ovalle — Schedule C compensation
- J. Corrozzo — Schedule C compensation
- M. Cornejo — Schedule C compensation
- K. Flores — Schedule C compensation
- K. Bosque — Schedule C compensation
- O. Colon — Schedule C compensation
- G. Arevalo — Schedule C compensation
- B. Mcanally — Schedule C compensation
- J. Croasdale — Schedule C compensation
- K. Nason — Schedule C compensation
- K. Earley — Schedule C compensation
- C. Ford — Schedule C compensation
- M. Quezada — Schedule C compensation
- S. Breckenridge — Schedule C compensation
- C. Cruz — Schedule C compensation
- D. Giannola — Schedule C compensation
- W. Figueroa — Schedule C compensation
- Comerica Bank — Schedule C compensation
- V. Munoz — Schedule C compensation
- M. Truesdale — Schedule C compensation
- K. Fluck — Schedule C compensation
- L. Lopez — Schedule C compensation
- Marquette Associates Inc — Schedule C compensation
- M. Lopez — Schedule C compensation
- E. Cardenas — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- A. Sanchez Gonzalez — Schedule C compensation
- C. Anderson — Schedule C compensation
- Compsych — Schedule C compensation
- Reinhart Boerner Van Deuren, S.C. — Schedule C compensation
- G. Rhoades — Schedule C compensation
- Parametric Portfolio Assoc. LLC — Schedule C compensation
- Abm Industries Inc. — Schedule C compensation
- Dowd Bloch Bennett Cervone Et Al — Schedule C compensation
- Dahme Mechanical Industries — Schedule C compensation
- The Daniel And Henry Co. — Schedule C compensation
- Access Information — Schedule C compensation
- Richard J. Wolf & Co., Inc. — Schedule C compensation