Birmingham P & S Local Union No. 91 Welfare Fund — Form 5500 plan (Board Of Trustees Of The Birmingham P & S Lu 91 Welfare Fd)
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, Birmingham P & S Local Union No. 91 Welfare Fund is a benefit plan reported by Board Of Trustees Of The Birmingham P & S Lu 91 Welfare Fd under EIN 63-0461410 and plan number 501. The latest loaded filing year is 2023. The filing reports 396 participants and $6,113,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Birmingham P & S Lu 91 Welfare Fd
- EIN
- 63-0461410
- Plan number
- 501
- Plan type
- 1
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $6,113,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241210100007NAL0006280915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,113,699
- Total liabilities (EOY)
- $310,455
- Net assets (EOY)
- $5,803,244
- Net assets (BOY)
- $5,443,222
Income & contributions
- Employer contributions
- $4,979,287
- Participant contributions
- $163,123
- Total contributions
- $5,142,410
- Total income / additions
- $5,908,463
Expenses & distributions
- Benefits paid
- $4,840,610
- Administrative expenses
- $707,831
- Total expenses
- $5,548,441
- Net increase / (decrease)
- $360,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $368,598 | not reported in the loaded dataset | 2023 |
| Renee Wood | EMPLOYEE | $99,856 | not reported in the loaded dataset | 2023 |
| Amber Locke | EMPLOYEE | $49,943 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $42,468 | not reported in the loaded dataset | 2023 |
| Ashley Snider | EMPLOYEE | $20,689 | not reported in the loaded dataset | 2023 |
| Potter, Bryant & Moore, Pc | NONE | $13,735 | not reported in the loaded dataset | 2023 |
| Intech Health Ventures | NONE | $8,873 | not reported in the loaded dataset | 2023 |
| Quinn Conner Weaver Davies & Rouco | NONE | $8,016 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Birmingham P & S Lu 91 Welfare Fd
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Blue Cross Blue Shield — Schedule C compensation
- Renee Wood — Schedule C compensation
- Amber Locke — Schedule C compensation
- The Segal Company — Schedule C compensation
- Ashley Snider — Schedule C compensation
- Potter, Bryant & Moore, Pc — Schedule C compensation
- Intech Health Ventures — Schedule C compensation
- Quinn Conner Weaver Davies & Rouco — Schedule C compensation
- Standard Valuations — Schedule C compensation