2023 Form 5500 filing — Western New York Teamsters Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702160508NAL0003694499004) for Western New York Teamsters Welfare Fund, reported by International Brotherhood Of Teamsters Local 264 under EIN 16-0492678 and plan number 502. It reports 1,227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702160508NAL0003694499004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Brotherhood Of Teamsters Local 264
- EIN
- 16-0492678
- Plan number
- 502
- Location
- Cheektowaga, NY
- Participants
- 1,227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $982,244
- Total liabilities (EOY)
- $118,826
- Net assets (EOY)
- $863,418
- Employer contributions
- $986,095
- Participant contributions
- $176,594
- Total income / additions
- $1,236,205
- Benefits paid
- $1,190,374
- Administrative expenses
- $161,527
- Total expenses
- $1,351,901
- Net increase / (decrease)
- -$115,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibt Local 264 | PLAN SPONSOR | $72,642 | not reported in the loaded dataset |
| Nova Healthcare Administrators, Inc | NONE | $55,601 | not reported in the loaded dataset |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $14,500 | not reported in the loaded dataset |