2023 Form 5500 filing — Boilermakers Local Lodge No. 5 Welfare Plan

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 20241001091201NAL0003857651001) for Boilermakers Local Lodge No. 5 Welfare Plan, reported by Boilermakers Local Lodge No. 5 Welfare Plan under EIN 13-6121371 and plan number 501. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241001091201NAL0003857651001
Filing year
2023
Form type
1
Plan sponsor
Boilermakers Local Lodge No. 5 Welfare Plan
EIN
13-6121371
Plan number
501
Location
Westbury, NY
Participants
268
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,472,036
Total liabilities (EOY)
$469,376
Net assets (EOY)
$2,002,660
Employer contributions
$199,763
Total income / additions
$369,694
Benefits paid
$129,295
Administrative expenses
$60,233
Total expenses
$189,528
Net increase / (decrease)
$180,166
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Marshall & Moss LlpNONE$30,630not reported in the loaded dataset
Reynolds Consulting Services, LLCNONE$10,000not reported in the loaded dataset
Segal Select InsuranceNONEnot reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages