2023 Form 5500 filing — Teamsters Local 445 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 20241015144123NAL0048453824001) for Teamsters Local 445 Welfare Fund, reported by Teamsters Local 445 Welfare Fund under EIN 14-6022213 and plan number 501. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144123NAL0048453824001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local 445 Welfare Fund
- EIN
- 14-6022213
- Plan number
- 501
- Location
- Rock Tavern, NY
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,684,881
- Total liabilities (EOY)
- $1,262,946
- Net assets (EOY)
- $3,421,935
- Employer contributions
- $4,658,642
- Participant contributions
- $81,894
- Total income / additions
- $5,624,533
- Benefits paid
- $6,501,725
- Administrative expenses
- $522,150
- Total expenses
- $7,023,875
- Net increase / (decrease)
- -$1,399,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sharon Molinelli | EMPLOYEE | $82,019 | not reported in the loaded dataset |
| Teresa Sozio | EMPLOYEE | $59,536 | not reported in the loaded dataset |
| Teresa Kurta | EMPLOYEE | $59,255 | not reported in the loaded dataset |
| Suzanne Joiner | EMPLOYEE | $53,239 | not reported in the loaded dataset |
| Mspc | NONE | $47,324 | not reported in the loaded dataset |
| Barnes Iaccarino & Shepherd Llp | NONE | $40,717 | not reported in the loaded dataset |
| Summit Actuarial Services LLC | NONE | $37,000 | not reported in the loaded dataset |
| Stone Castle Realty | RELATED FUND | $32,741 | not reported in the loaded dataset |
| Basil Castrovinci Associates | NONE | $24,900 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | NONE | $17,265 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $0 | $0 |