2023 Form 5500 filing — Empire State Highway Contractors Association Welfare Trust
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 20240926090630NAL0000263043001) for Empire State Highway Contractors Association Welfare Trust, reported by Empire State Highway Contractors Association Welfare Trust under EIN 16-6391037 and plan number 501. It reports 1,102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926090630NAL0000263043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Empire State Highway Contractors Association Welfare Trust
- EIN
- 16-6391037
- Plan number
- 501
- Location
- Frankfort, NY
- Participants
- 1,102
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,602,193
- Total liabilities (EOY)
- $1,989,888
- Net assets (EOY)
- $1,612,305
- Employer contributions
- $16,424,425
- Total income / additions
- $16,502,833
- Benefits paid
- $13,809,124
- Administrative expenses
- $3,253,182
- Total expenses
- $17,062,306
- Net increase / (decrease)
- -$559,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mvp Health Care, Inc. | NONE | $1,745,829 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $297,518 | not reported in the loaded dataset |
| Nbt Bank, N.A. | NONE | $254,894 | not reported in the loaded dataset |
| Wealth Enhancement Advisory Service | NONE | $206,487 | not reported in the loaded dataset |
| Firley, Moran, Freer & Eassa,Cpa,Pc | NONE | $185,165 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $120,351 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $90,430 | not reported in the loaded dataset |
| Gamco Asset Management Inc | NONE | $74,805 | not reported in the loaded dataset |
| Anchor Capital Advisors, Inc. | NONE | $71,156 | not reported in the loaded dataset |
| Becker Capital Management | NONE | $65,611 | not reported in the loaded dataset |
| Agincourt Capital Management | NONE | $54,403 | not reported in the loaded dataset |
| Gayle Churchill | NONE | $42,974 | not reported in the loaded dataset |
| Brown & Brown Of New York, Inc. | NONE | $27,358 | not reported in the loaded dataset |