2023 Form 5500 filing — United Benefit 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 20241013100011NAL0012381267006) for United Benefit Fund, reported by United Benefit Fund under EIN 56-2423802 and plan number 501. It reports 2,755 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013100011NAL0012381267006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Benefit Fund
- EIN
- 56-2423802
- Plan number
- 501
- Location
- Douglaston, NY
- Participants
- 2,755
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,129,529
- Total liabilities (EOY)
- $6,347,365
- Net assets (EOY)
- $30,782,164
- Employer contributions
- $31,976,671
- Participant contributions
- $293,266
- Total income / additions
- $35,236,626
- Benefits paid
- $28,824,473
- Administrative expenses
- $2,914,547
- Total expenses
- $31,739,020
- Net increase / (decrease)
- $3,497,606
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain | NONE | $1,288,210 | not reported in the loaded dataset |
| Sunny Medical | NONE | $373,259 | not reported in the loaded dataset |
| Payd Health, LLC | NONE | $194,174 | not reported in the loaded dataset |
| Jeanna Talamo | RELATED TO TRUSTEE | $131,906 | not reported in the loaded dataset |
| Dean Delucia | UNION EMPLOYEE | $110,906 | not reported in the loaded dataset |
| It On Demand | NONE | $95,502 | not reported in the loaded dataset |
| Rita Delucia | UNION EMPLOYEE | $77,476 | not reported in the loaded dataset |
| Danielle Parco | NONE | $64,248 | not reported in the loaded dataset |
| Gorlick, Kravitz & Listhaus Pc | NONE | $60,762 | not reported in the loaded dataset |
| Daisy Leal Garcia | NONE | $53,251 | not reported in the loaded dataset |
| Owen&Bruce, LLC | NONE | $39,742 | not reported in the loaded dataset |
| Syntonics Systems, Inc. | NONE | $37,325 | not reported in the loaded dataset |
| Alan Herweck | NONE | $35,952 | not reported in the loaded dataset |
| Hilb Group | NONE | $34,396 | not reported in the loaded dataset |
| Castiglia Llp | NONE | $30,000 | not reported in the loaded dataset |
| Stephen Goldblatt | NONE | $28,500 | not reported in the loaded dataset |
| First Actuarial Consulting | NONE | $28,000 | not reported in the loaded dataset |
| Maureen Barrett | NONE | $26,268 | not reported in the loaded dataset |
| Andco Consulting | NONE | $24,750 | not reported in the loaded dataset |
| Fangap LLC | NONE | $24,000 | not reported in the loaded dataset |
| Cigna Dental Health Inc | NONE | $22,120 | not reported in the loaded dataset |
| Crowley Consultants | NONE | $21,175 | not reported in the loaded dataset |
| Natalie Vassiliou | NONE | $13,790 | not reported in the loaded dataset |
| Donna Delucia | NONE | $12,250 | not reported in the loaded dataset |
| Robert Allgier | NONE | $6,000 | not reported in the loaded dataset |
| Andrew J Talamo | RELATED TO TRUSTEE | $5,808 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $5,010 | not reported in the loaded dataset |