2023 Form 5500 filing — Philadelphia Joint Board 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 20240724112518NAL0012891937001) for Philadelphia Joint Board Welfare Fund, reported by Philadelphia Joint Board Workers United under EIN 23-0341240 and plan number 501. It reports 2,368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$2.6MReported net assets$2,640,682
Participants2.4K2,368
Provider compensation$120.6K5 Schedule C row(s)$120,637
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240724112518NAL0012891937001
- Plan sponsor
- Philadelphia Joint Board Workers United
- EIN
- 23-0341240
- Plan number
- 501
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.7M total assets
Net assets$2.6MLiabilities$15.2K
Full reported line items
- Total assets (EOY)
- $2,655,853
- Total liabilities (EOY)
- $15,171
- Net assets (EOY)
- $2,640,682
- Employer contributions
- $40,657
- Total income / additions
- $528,041
- Benefits paid
- $36,934
- Administrative expenses
- $92,873
- Total expenses
- $129,807
- Net increase / (decrease)
- $398,234
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Phila Joint Board Workers United | RELATED PARTY | $38,376 | not reported in the loaded dataset |
| Meranze, Katz & Gaudioso Pc | NONE | $36,990 | not reported in the loaded dataset |
| Pershing Advisor Solutions LLC | NONE | $22,511 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $13,505 | not reported in the loaded dataset |
| Local 274 Health And Welfare Fund | RELATED PARTY | $9,255 | not reported in the loaded dataset |