Plan5500

Construction Workers Of Lake County Health Reimbursement Account Trust Fund — Form 5500 plan (Trustees Of Construction Workers Of Lake Co Health Reimbursement Accou)

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, Construction Workers Of Lake County Health Reimbursement Account Trust Fund is a benefit plan reported by Trustees Of Construction Workers Of Lake Co Health Reimbursement Accou under EIN 47-4459297 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,090 participants and $7,768,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Construction Workers Of Lake Co Health Reimbursement Accou
EIN
47-4459297
Plan number
501
Plan type
1
Location
Merrillville, IN
Latest filing year
2023
Participants
4,090
End-of-year plan assets
$7,768,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,090H, C20250314100045NAL0013643395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,768,532
Total liabilities (EOY)
$145,317
Net assets (EOY)
$7,623,215
Net assets (BOY)
$5,688,499

Income & contributions

Employer contributions
$1,776,810
Total contributions
$1,776,810
Total income / additions
$2,203,632

Expenses & distributions

Benefits paid
$140,279
Administrative expenses
$128,637
Total expenses
$268,916
Net increase / (decrease)
$1,934,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Legacy Professionals LlpNONE$12,337not reported in the loaded dataset2023
Asher Gittler & Dalba LtdNONE$10,500not reported in the loaded dataset2023

Related Form 5500 pages