Allied Services Division Welfare Fund — Form 5500 plan (Board Of Trustees Of Allied Services Division 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, Allied Services Division Welfare Fund is a benefit plan reported by Board Of Trustees Of Allied Services Division Welfare Fund under EIN 59-1283066 and plan number 501. The latest loaded filing year is 2023. The filing reports 714 participants and $34,778,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Allied Services Division Welfare Fund
- EIN
- 59-1283066
- Plan number
- 501
- Plan type
- 1
- Location
- Arlington Heights, IL
- Latest filing year
- 2023
- Participants
- 714
- End-of-year plan assets
- $34,778,452
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 714 | H, C | 20240926070037NAL0000607696002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,778,452
- Total liabilities (EOY)
- $1,696,976
- Net assets (EOY)
- $33,081,476
- Net assets (BOY)
- $33,765,725
Income & contributions
- Employer contributions
- $9,263,315
- Participant contributions
- $31,441
- Total contributions
- $9,294,756
- Total income / additions
- $11,910,933
Expenses & distributions
- Benefits paid
- $11,309,374
- Administrative expenses
- $1,285,808
- Total expenses
- $12,595,182
- Net increase / (decrease)
- -$684,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optum Rx, Inc. | NONE | $1,754,367 | $5,847 | 2023 |
| Blue Cross Blue Shield Of Il | NONE | $648,723 | $0 | 2023 |
| Joseph Condo | EMPLOYEE | $214,827 | not reported in the loaded dataset | 2023 |
| Tamara Chesler | EMPLOYEE | $123,067 | not reported in the loaded dataset | 2023 |
| Kimberly Notz | EMPLOYEE | $115,997 | not reported in the loaded dataset | 2023 |
| Dowd, Bloch, Bennett, Cervone, Aue | NONE | $108,445 | not reported in the loaded dataset | 2023 |
| Donna Phillips | EMPLOYEE | $91,205 | not reported in the loaded dataset | 2023 |
| Roxanne Carrizales | EMPLOYEE | $81,471 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $81,302 | $0 | 2023 |
| Foster & Foster | NONE | $57,841 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $39,369 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners, Inc. | NONE | $27,541 | not reported in the loaded dataset | 2023 |
| Ucs Holdings, Inc. | NONE | $26,681 | not reported in the loaded dataset | 2023 |
| United Systems And Software, Inc. | NONE | $25,694 | not reported in the loaded dataset | 2023 |
| Mr. Microchip | NONE | $19,450 | not reported in the loaded dataset | 2023 |
| Context 4 Healthcare Inc. | NONE | $16,907 | not reported in the loaded dataset | 2023 |
| A & E Janitorial System Corp. | NONE | $13,680 | not reported in the loaded dataset | 2023 |
| Joseph Condo Jr. | FAMILY OF ADMINISTRATOR | $8,164 | not reported in the loaded dataset | 2023 |
| Teladoc Health, Inc. | NONE | $7,806 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $7,076 | $0 | 2023 |
| Datamation Imaging Services Corp. | NONE | $6,500 | not reported in the loaded dataset | 2023 |
| Z Best Landscaping & Maintenance | NONE | $5,758 | not reported in the loaded dataset | 2023 |
| John A. Doerrer & Associates, Pc | NONE | $5,582 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Allied Services Division Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Arlington Heights, IL
- Optum Rx, Inc. — Schedule C compensation
- Blue Cross Blue Shield Of Il — Schedule C compensation
- Joseph Condo — Schedule C compensation
- Tamara Chesler — Schedule C compensation
- Kimberly Notz — Schedule C compensation
- Dowd, Bloch, Bennett, Cervone, Aue — Schedule C compensation
- Donna Phillips — Schedule C compensation
- Roxanne Carrizales — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Lasalle Consulting Partners, Inc. — Schedule C compensation
- Ucs Holdings, Inc. — Schedule C compensation
- United Systems And Software, Inc. — Schedule C compensation
- Mr. Microchip — Schedule C compensation
- Context 4 Healthcare Inc. — Schedule C compensation
- A & E Janitorial System Corp. — Schedule C compensation
- Joseph Condo Jr. — Schedule C compensation
- Teladoc Health, Inc. — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Datamation Imaging Services Corp. — Schedule C compensation
- Z Best Landscaping & Maintenance — Schedule C compensation
- John A. Doerrer & Associates, Pc — Schedule C compensation