2023 Form 5500 filing — Local 464a-United Food & Commercial Workers Union Welfare Service Benefit 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 20240729150532NAL0041411426002) for Local 464a-United Food & Commercial Workers Union Welfare Service Benefit Fund, reported by Local 464a-United Food & Commercial Workers Union Welfare Service Bene under EIN 22-1582446 and plan number 501. It reports 10,719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729150532NAL0041411426002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 464a-United Food & Commercial Workers Union Welfare Service Bene
- EIN
- 22-1582446
- Plan number
- 501
- Location
- Little Falls, NJ
- Participants
- 10,719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $345,006,980
- Total liabilities (EOY)
- $24,929,804
- Net assets (EOY)
- $320,077,176
- Employer contributions
- $82,746,920
- Total income / additions
- $138,855,724
- Benefits paid
- $72,680,567
- Administrative expenses
- $12,884,462
- Total expenses
- $85,565,029
- Net increase / (decrease)
- $53,290,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dental Delivery Systems | not reported in the loaded dataset | $3,145,202 | not reported in the loaded dataset |
| Horizon Healthcare Services, Inc. | not reported in the loaded dataset | $2,278,340 | not reported in the loaded dataset |
| Maxon Administrators,Inc. | not reported in the loaded dataset | $1,715,349 | not reported in the loaded dataset |
| John Niccollai Medical Center | not reported in the loaded dataset | $1,423,143 | not reported in the loaded dataset |
| Anthony J. Boni | not reported in the loaded dataset | $1,125,254 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc | not reported in the loaded dataset | $322,932 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | not reported in the loaded dataset | $290,711 | not reported in the loaded dataset |
| Murphy Anderson Pllc | not reported in the loaded dataset | $237,615 | not reported in the loaded dataset |
| Pnc Bank Na | not reported in the loaded dataset | $149,990 | $0 |
| Kathleen Pridmore | EMPLOYEE | $147,734 | not reported in the loaded dataset |
| Rosa Amica-Terra | EMPLOYEE | $130,825 | not reported in the loaded dataset |
| Steven Kaplan | EMPLOYEE | $99,272 | not reported in the loaded dataset |
| Timothy Coppo | EMPLOYEE | $98,552 | not reported in the loaded dataset |
| Health Plan Systems, Inc. | NONE | $78,661 | not reported in the loaded dataset |
| Rosenberg,Rich,Baker,Berman & | not reported in the loaded dataset | $73,784 | not reported in the loaded dataset |
| Sharon O'Connor | EMPLOYEE | $73,394 | not reported in the loaded dataset |
| Umberto Mariconda | EMPLOYEE | $73,154 | not reported in the loaded dataset |
| Nancy Malave | EMPLOYEE | $68,197 | not reported in the loaded dataset |
| Vincent Piscitelli | EMPLOYEE | $66,913 | not reported in the loaded dataset |
| Concerned Dental Care Of Westcheste | not reported in the loaded dataset | $60,000 | not reported in the loaded dataset |
| Jennifer Sudol | EMPLOYEE | $42,386 | not reported in the loaded dataset |
| Joann Piscitelli | EMPLOYEE | $42,137 | not reported in the loaded dataset |
| Judite Thompson | EMPLOYEE | $39,679 | not reported in the loaded dataset |
| Savasta & Co. Inc. | not reported in the loaded dataset | $36,014 | not reported in the loaded dataset |
| Dina Altonjy | EMPLOYEE | $30,062 | not reported in the loaded dataset |
| Sandra Jimenez | EMPLOYEE | $29,114 | not reported in the loaded dataset |
| Joseph Jewell | EMPLOYEE | $27,788 | not reported in the loaded dataset |
| Bennett Rothenberg, M.D. | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset |
| Melinda Evans | EMPLOYEE | $18,347 | not reported in the loaded dataset |
| Patricia Sabatini | EMPLOYEE | $16,917 | not reported in the loaded dataset |
| Stokes Investment Consulting LLC | not reported in the loaded dataset | $10,212 | $0 |
| Mizzone & Testa Law Firm | not reported in the loaded dataset | $5,685 | not reported in the loaded dataset |
| Gambino & Demers LLC | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset |