2023 Form 5500 filing — South Florida Hotel & Culinary Employees 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 20241015112234NAL0014475603001) for South Florida Hotel & Culinary Employees Welfare Fund, reported by Board Of Trustees Of The South Florida Hotel & Culinary Employees Welf under EIN 59-2031804 and plan number 501. It reports 2,260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112234NAL0014475603001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The South Florida Hotel & Culinary Employees Welf
- EIN
- 59-2031804
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 2,260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,867,389
- Total liabilities (EOY)
- $7,154,662
- Net assets (EOY)
- $23,712,727
- Employer contributions
- $30,162,168
- Participant contributions
- $9,002
- Total income / additions
- $31,840,134
- Benefits paid
- $25,356,327
- Administrative expenses
- $935,588
- Total expenses
- $26,291,915
- Net increase / (decrease)
- $5,548,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefits Admin | NONE | $496,674 | not reported in the loaded dataset |
| Karpus Investment Magnagement | NONE | $108,919 | not reported in the loaded dataset |
| Sugarman & Susskind Pa | NONE | $88,900 | not reported in the loaded dataset |
| Brown & Brown | NONE | $78,000 | not reported in the loaded dataset |
| Lapadula Carlson & Co | NONE | $23,000 | not reported in the loaded dataset |