2023 Form 5500 filing — Rochester Laborers' Welfare And Supplemental Unemployment 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 20240829082917NAL0007472851002) for Rochester Laborers' Welfare And Supplemental Unemployment Benefit Fund, reported by Rochester Laborers' Welfare - Sub Fund Unemployment Benefit Fund under EIN 16-0821557 and plan number 501. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829082917NAL0007472851002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Rochester Laborers' Welfare - Sub Fund Unemployment Benefit Fund
- EIN
- 16-0821557
- Plan number
- 501
- Location
- Rochester, NY
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,285,046
- Total liabilities (EOY)
- $1,186,774
- Net assets (EOY)
- $21,098,272
- Employer contributions
- $9,178,131
- Participant contributions
- $103,642
- Total income / additions
- $11,748,192
- Benefits paid
- $9,551,233
- Administrative expenses
- $1,050,122
- Total expenses
- $10,601,355
- Net increase / (decrease)
- $1,146,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optum Rx, Inc. | NONE | $1,938,385 | $8,356 |
| Excellus Bluecross Blueshield | NONE | $287,406 | not reported in the loaded dataset |
| Arcara Zucarelli Lenda & Associates | NONE | $144,023 | not reported in the loaded dataset |
| Asher Kelly | NONE | $106,757 | not reported in the loaded dataset |
| Melissa Del Prete | EMPLOYEE | $96,621 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $66,252 | not reported in the loaded dataset |
| Rochester Laborers Building Corp | AFFILIATED FUND | $58,563 | not reported in the loaded dataset |
| Patricia Calaci | EMPLOYEE | $50,193 | not reported in the loaded dataset |
| Justin Vibber | EMPLOYEE | $47,935 | not reported in the loaded dataset |
| Melissa White | EMPLOYEE | $40,918 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $38,798 | not reported in the loaded dataset |
| O'Sullivan Associates, Inc. | NONE | $38,200 | not reported in the loaded dataset |
| Nicole Tuggles | EMPLOYEE | $37,396 | not reported in the loaded dataset |
| Emerging Tel Corp | NONE | $18,963 | not reported in the loaded dataset |
| Morganstanley Smithbarney LLC | NONE | $14,018 | not reported in the loaded dataset |
| Quadient Finance, Usa | NONE | $10,588 | not reported in the loaded dataset |
| Karpus Investment Management | NONE | $8,612 | not reported in the loaded dataset |
| Manning & Napier Inc. | NONE | $8,279 | not reported in the loaded dataset |
| Dolan Mceniry Capital Management | NONE | $6,477 | not reported in the loaded dataset |
| Polen Capital | NONE | $6,001 | not reported in the loaded dataset |