2023 Form 5500 filing — Brewery Workers Local 1149 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 20241002082336NAL0008514865001) for Brewery Workers Local 1149 Welfare Fund, reported by Brewery Workers Local 1149 Welfare Fd under EIN 16-1119654 and plan number 501. It reports 67 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002082336NAL0008514865001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brewery Workers Local 1149 Welfare Fd
- EIN
- 16-1119654
- Plan number
- 501
- Location
- Baldwinsville, NY
- Participants
- 67
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $150,836
- Total liabilities (EOY)
- $26,131
- Net assets (EOY)
- $124,705
- Employer contributions
- $1,013,572
- Participant contributions
- $9,505
- Total income / additions
- $1,025,785
- Benefits paid
- $934,917
- Administrative expenses
- $260,863
- Total expenses
- $1,195,780
- Net increase / (decrease)
- -$169,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Novak Francella, LLC | NONE | $9,000 | not reported in the loaded dataset |
| Satter Law Firm | NONE | $6,751 | not reported in the loaded dataset |
| Teamsters Local Union No. 1149 | RELATED PARTY | $6,548 | not reported in the loaded dataset |