2023 Form 5500 filing — Local 282 Welfare Trust 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 20241009080201NAL0018002321001) for Local 282 Welfare Trust Fund, reported by Board Of Trustees Local 282 under EIN 11-6244552 and plan number 501. It reports 3,534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009080201NAL0018002321001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 282
- EIN
- 11-6244552
- Plan number
- 501
- Location
- Lake Success, NY
- Participants
- 3,534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $182,381,277
- Total liabilities (EOY)
- $20,952,855
- Net assets (EOY)
- $161,428,422
- Employer contributions
- $96,144,497
- Participant contributions
- $242,371
- Total income / additions
- $113,574,247
- Benefits paid
- $87,929,539
- Administrative expenses
- $11,934,398
- Total expenses
- $99,863,937
- Net increase / (decrease)
- $13,710,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Blue Cross & Blue Shield | NONE | $1,381,754 | not reported in the loaded dataset |
| Cohen, Weiss & Simon | UNION ATTY | $855,903 | not reported in the loaded dataset |
| Trivella & Forte, Llp | NONE | $530,285 | not reported in the loaded dataset |
| Labor First | NONE | $464,179 | $55,442 |
| The Segal Company Eastern States | NONE | $191,503 | $118,567 |
| Payer Matrix LLC | NONE | $300,684 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $290,334 | not reported in the loaded dataset |
| Mario Bulding | NONE | $272,563 | not reported in the loaded dataset |
| Falzarano & Co. | NONE | $240,000 | not reported in the loaded dataset |
| Gettry Marcus Cpas P.C | NONE | $188,233 | not reported in the loaded dataset |
| Amalgamated Medical Care Management | NONE | $165,807 | not reported in the loaded dataset |
| Thomas J. Zultko | NONE | $150,943 | not reported in the loaded dataset |
| Local 282 Pension Trust Fund | RELATED FUND | $145,265 | not reported in the loaded dataset |
| Tocqueville Asset Management Lp | NONE | $140,417 | not reported in the loaded dataset |
| Bruce Levine | NONE | $140,097 | not reported in the loaded dataset |
| Stacey Braun Associates | NONE | $135,901 | not reported in the loaded dataset |
| Green Light Cost Management, LLC | NONE | $134,088 | not reported in the loaded dataset |
| Timothy J. Lye | NONE | $121,564 | not reported in the loaded dataset |
| Mackay Shields | NONE | $111,922 | not reported in the loaded dataset |
| Hong Ying Li | NONE | $111,789 | not reported in the loaded dataset |
| Gould, Kobrick & Schlapp, P.C | NONE | $105,700 | not reported in the loaded dataset |
| Ho Y Ho | NONE | $103,011 | not reported in the loaded dataset |
| Octavia Malone | NONE | $102,714 | not reported in the loaded dataset |
| Patrick Shure | NONE | $96,784 | not reported in the loaded dataset |
| Diego Remache | NONE | $95,664 | not reported in the loaded dataset |
| Nicole Mattern | NONE | $95,329 | not reported in the loaded dataset |
| Erin A Novak | NONE | $95,201 | not reported in the loaded dataset |
| Mary Frances Martini | NONE | $94,127 | not reported in the loaded dataset |
| Stern Wong | NONE | $92,870 | not reported in the loaded dataset |
| Wing Man Cheung | NONE | $91,254 | not reported in the loaded dataset |
| Amanda Lawrence | NONE | $88,604 | not reported in the loaded dataset |
| Seledent, Inc | NONE | $87,313 | not reported in the loaded dataset |
| Nicole Sivert | NONE | $83,170 | not reported in the loaded dataset |
| Jasmin Khemraj | NONE | $80,505 | not reported in the loaded dataset |
| Thomas Powers Jr. | NONE | $79,431 | not reported in the loaded dataset |
| Joseph Puccio | NONE | $79,076 | not reported in the loaded dataset |
| Daviwattie Singh | NONE | $75,847 | not reported in the loaded dataset |
| Omar Bhatti | NONE | $75,011 | not reported in the loaded dataset |
| Martha Bolanos | NONE | $71,583 | not reported in the loaded dataset |
| Kimberly A Erhart | NONE | $69,331 | not reported in the loaded dataset |
| Deborah Defosses | NONE | $68,587 | not reported in the loaded dataset |
| Theresa Higgins | NONE | $68,017 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $67,561 | not reported in the loaded dataset |
| Dawn Carlucci | NONE | $67,470 | not reported in the loaded dataset |
| Lauren M. Tloczkowski | NONE | $66,152 | not reported in the loaded dataset |
| Maureen Clarke-Thompson | NONE | $65,968 | not reported in the loaded dataset |
| Sarah Spooner | NONE | $60,225 | not reported in the loaded dataset |
| Anthony Daquila | NONE | $57,269 | not reported in the loaded dataset |
| Dianne Perdicaro | NONE | $56,958 | not reported in the loaded dataset |
| Jill A. Lombardi | NONE | $54,874 | not reported in the loaded dataset |
| Alexus Warren | NONE | $52,471 | not reported in the loaded dataset |
| M&T Bank | NONE | $52,416 | not reported in the loaded dataset |
| Denise Deangelis | NONE | $52,038 | not reported in the loaded dataset |
| Lynn Macaluso | NONE | $49,987 | not reported in the loaded dataset |
| Sarojni Deonarine | NONE | $48,894 | not reported in the loaded dataset |
| Nicole Santaniello | NONE | $47,872 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | not reported in the loaded dataset | $44,489 |
| Adp Inc. | NONE | $19,394 | not reported in the loaded dataset |
| Quan Vest Consultants | NONE | $15,996 | not reported in the loaded dataset |
| Premier Technology Solutions | NONE | $8,000 | not reported in the loaded dataset |
| Cvs Health | NONE | $6,266 | not reported in the loaded dataset |