Bac Local 23 North Shore Chapter Health And Welfare Fund — Form 5500 plan (Joint Board Of Trustees Of Bac Local 23 North Shore Chapter)
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, Bac Local 23 North Shore Chapter Health And Welfare Fund is a benefit plan reported by Joint Board Of Trustees Of Bac Local 23 North Shore Chapter under EIN 62-1523674 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,000 participants and $14,075,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Bac Local 23 North Shore Chapter
- EIN
- 62-1523674
- Plan number
- 501
- Plan type
- 1
- Location
- Valley View, OH
- Latest filing year
- 2023
- Participants
- 1,000
- End-of-year plan assets
- $14,075,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,000 | H, C | 20241213083006NAL0010272035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,075,726
- Total liabilities (EOY)
- $957,988
- Net assets (EOY)
- $13,117,738
- Net assets (BOY)
- $11,922,839
Income & contributions
- Employer contributions
- $7,443,423
- Participant contributions
- $97,630
- Total contributions
- $7,541,053
- Total income / additions
- $9,334,548
Expenses & distributions
- Benefits paid
- $7,585,906
- Administrative expenses
- $553,743
- Total expenses
- $8,139,649
- Net increase / (decrease)
- $1,194,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The James B Oswald Company | NONE | $79,568 | not reported in the loaded dataset | 2023 |
| Laurel Nielsen | EMPLOYEE OF PLAN SPONSOR | $39,844 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman And Phillips | NONE | $29,303 | not reported in the loaded dataset | 2023 |
| Dgperry | NONE | $28,551 | not reported in the loaded dataset | 2023 |
| Erica Kawczynski | EMPLOYEE OF PLAN SPONSOR | $25,752 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $19,701 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $10,891 | not reported in the loaded dataset | 2023 |
| Bricklayers Allied Craftworkers | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Fifth Third | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance | NONE | $5,206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Bac Local 23 North Shore Chapter
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Valley View, OH
- The James B Oswald Company — Schedule C compensation
- Laurel Nielsen — Schedule C compensation
- Faulkner, Hoffman And Phillips — Schedule C compensation
- Dgperry — Schedule C compensation
- Erica Kawczynski — Schedule C compensation
- Benesys — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Bricklayers Allied Craftworkers — Schedule C compensation
- Fifth Third — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- The Union Labor Life Insurance — Schedule C compensation