2023 Form 5500 filing — The Local 7 Tile Industry 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 20241015143303NAL0049931696001) for The Local 7 Tile Industry Welfare Fund, reported by Tmt Bac Local Union 7 Welfare Fund C/O Daniel H. Cook Associates, In under EIN 38-6829766 and plan number 501. It reports 1,181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015143303NAL0049931696001
Filing year
2023
Form type
1
Plan sponsor
Tmt Bac Local Union 7 Welfare Fund C/O Daniel H. Cook Associates, In
EIN
38-6829766
Plan number
501
Location
New York, NY
Participants
1,181
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,156,887
Total liabilities (EOY)
$1,398,405
Net assets (EOY)
$17,758,482
Employer contributions
$21,640,120
Participant contributions
$4,877,230
Total income / additions
$28,179,357
Benefits paid
$31,018,019
Administrative expenses
$1,371,076
Total expenses
$32,389,095
Net increase / (decrease)
-$4,209,738
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Daniel H. Cook & AssociatesNONE$537,394not reported in the loaded dataset
Payer Matrix, LLCNONE$228,259not reported in the loaded dataset
O'Connor Davies LlpNONE$110,000not reported in the loaded dataset
Broadreach Medical Resources, Inc.NONE$100,423not reported in the loaded dataset
Virginia & AmbinderNONE$70,064not reported in the loaded dataset
Empire Healthchoice Assurance Inc.NONE$67,820not reported in the loaded dataset
Boyd WattersonNONE$41,073not reported in the loaded dataset
The Segal Group Inc.NONE$39,682not reported in the loaded dataset
Colleran, O'Hara & MillsNONE$28,630not reported in the loaded dataset
Littler Mendelson PcNONE$19,800not reported in the loaded dataset
Reynolds SecuritiesNONE$15,920not reported in the loaded dataset
Amalgamated Bank Of NyNONE$13,733not reported in the loaded dataset

Related Form 5500 pages