2023 Form 5500 filing — Recycling & General Industrial Union Local 108 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 20240917062502NAL0002438369001) for Recycling & General Industrial Union Local 108 Welfare Fund, reported by Board Of Trustees - Recycling And Gen. Ind. Union L 108 Welfare Fund under EIN 13-5605495 and plan number 501. It reports 1,028 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917062502NAL0002438369001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Recycling And Gen. Ind. Union L 108 Welfare Fund
- EIN
- 13-5605495
- Plan number
- 501
- Location
- Iselin, NJ
- Participants
- 1,028
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,957,186
- Total liabilities (EOY)
- $1,749,561
- Net assets (EOY)
- $2,207,625
- Employer contributions
- $14,735,554
- Participant contributions
- $2,003,044
- Total income / additions
- $16,777,043
- Benefits paid
- $17,694,814
- Administrative expenses
- $846,701
- Total expenses
- $18,541,515
- Net increase / (decrease)
- -$1,764,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Express Scripts Inc | NONE | $137,910 | not reported in the loaded dataset |
| Jean R Fairchild | NONE | $133,098 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | AUDITOR | $68,305 | not reported in the loaded dataset |
| Cohen Weiss And Simon Llp | NONE | $55,939 | not reported in the loaded dataset |
| Tpa Corporation | NONE | $47,840 | not reported in the loaded dataset |
| Jose D Rivera | NONE | $39,005 | not reported in the loaded dataset |
| The Metropolitan Companies Inc | NONE | $33,459 | not reported in the loaded dataset |
| The Segal Co (Eastern States) Inc | NONE | $32,289 | not reported in the loaded dataset |
| Dd Services Inc | NONE | $31,294 | not reported in the loaded dataset |
| Dtm Consulting, LLC | COMPUTER CONSULTANT | $5,850 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $5,234 |