2023 Form 5500 filing — Plumbers Local Union No 1 - 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 20240821120417NAL0002368291002) for Plumbers Local Union No 1 - Welfare Fund, reported by Plumbers Local Union No. 1 Welfare Fund under EIN 11-1538293 and plan number 503. It reports 3,783 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821120417NAL0002368291002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local Union No. 1 Welfare Fund
- EIN
- 11-1538293
- Plan number
- 503
- Location
- Long Island City, NY
- Participants
- 3,783
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $324,290,015
- Total liabilities (EOY)
- $18,211,751
- Net assets (EOY)
- $306,078,264
- Employer contributions
- $89,323,907
- Participant contributions
- $1,993,347
- Total income / additions
- $120,837,812
- Benefits paid
- $82,305,592
- Administrative expenses
- $3,487,267
- Total expenses
- $85,792,859
- Net increase / (decrease)
- $35,044,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance Inc | NONE | $2,005,486 | $0 |
| Walter Saraceni | EMPLOYEE | $255,368 | not reported in the loaded dataset |
| Cvs Caremark | NONE | $235,052 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $229,368 | not reported in the loaded dataset |
| Wendy Salvatierra | EMPLOYEE | $188,339 | not reported in the loaded dataset |
| Gloria Materon | EMPLOYEE | $174,872 | not reported in the loaded dataset |
| Virginia & Ambinder, Llp | NONE | $153,141 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $141,834 | $0 |
| The Segal Group | NONE | $138,795 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $125,827 | not reported in the loaded dataset |
| United Behavioral Health | NONE | $124,198 | not reported in the loaded dataset |
| Cigna Health & Life Insurance Co. | NONE | $94,507 | $0 |
| Bridgeway Benefit Technologies, LLC | NONE | $94,365 | not reported in the loaded dataset |
| Premier Technology Solutions, Inc. | NONE | $89,754 | not reported in the loaded dataset |
| Linda Scarpa | EMPLOYEE | $77,630 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $71,649 | not reported in the loaded dataset |
| Maria Frogiero | EMPLOYEE | $71,182 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $66,667 | not reported in the loaded dataset |
| Anapa Trista George-Cummings | EMPLOYEE | $66,416 | not reported in the loaded dataset |
| Malkia Mclune | EMPLOYEE | $65,642 | not reported in the loaded dataset |
| Rosa Bertolini | EMPLOYEE | $64,876 | not reported in the loaded dataset |
| Ericka Simpson | EMPLOYEE | $64,224 | not reported in the loaded dataset |
| Laurie Killiebrew | EMPLOYEE | $63,629 | not reported in the loaded dataset |
| Diana Petraccione | EMPLOYEE | $63,254 | not reported in the loaded dataset |
| Kauff Mcguire & Margolis Llp | NONE | $61,832 | not reported in the loaded dataset |
| Betsey Padgett | EMPLOYEE | $61,373 | not reported in the loaded dataset |
| Vision Screening | NONE | $58,699 | not reported in the loaded dataset |
| Roberto Martinez | EMPLOYEE | $56,062 | not reported in the loaded dataset |
| Samantha Tabala | EMPLOYEE | $55,279 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $54,061 | $0 |
| Livongo Health, Inc. | NONE | $53,201 | not reported in the loaded dataset |
| Kathleen Scarpa | EMPLOYEE | $51,793 | not reported in the loaded dataset |
| Paychex, Inc. | NONE | $50,161 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital LLC | NONE | $48,664 | not reported in the loaded dataset |
| Mindy Feierman | EMPLOYEE | $42,054 | not reported in the loaded dataset |
| Triboro Printing | NONE | $35,965 | not reported in the loaded dataset |
| Comprehensive Professional Systems | NONE | $32,867 | not reported in the loaded dataset |
| Administrative Services Only | NONE | $28,750 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $20,380 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $6,352 |