2023 Form 5500 filing — Local 147 Construction Workers 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 20241010105658NAL0009930355003) for Local 147 Construction Workers Welfare Fund, reported by Trustees Local 147 Construction Workers Welfare Fund under EIN 13-6101595 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
- 20241010105658NAL0009930355003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Local 147 Construction Workers Welfare Fund
- EIN
- 13-6101595
- Plan number
- 501
- Location
- Hopatcong, NJ
- Participants
- 67
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,884,439
- Total liabilities (EOY)
- $7,878
- Net assets (EOY)
- $2,876,561
- Employer contributions
- $2,509,811
- Participant contributions
- $139,921
- Total income / additions
- $2,754,181
- Benefits paid
- $1,969,769
- Administrative expenses
- $89,390
- Total expenses
- $2,059,159
- Net increase / (decrease)
- $695,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Basil Castrovinci Associates, Inc. | ADMINISTRATOR | $37,500 | not reported in the loaded dataset |
| Manning Russo, LLC | ATTORNEY | $24,000 | not reported in the loaded dataset |
| Mspc, Cpa'S And Advisors, P.C. | AUDITOR | $14,000 | not reported in the loaded dataset |