2023 Form 5500 filing — Iron Workers District Council Of New England Health And 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 20241015145652NAL0058268658001) for Iron Workers District Council Of New England Health And Welfare Fund, reported by Board Of Trustees Iron Workers under EIN 04-2163872 and plan number 501. It reports 2,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145652NAL0058268658001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iron Workers
- EIN
- 04-2163872
- Plan number
- 501
- Location
- Dorchester, MA
- Participants
- 2,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,582,190
- Total liabilities (EOY)
- $4,765,931
- Net assets (EOY)
- $69,816,259
- Employer contributions
- $31,401,366
- Participant contributions
- $966,277
- Total income / additions
- $36,808,377
- Benefits paid
- $31,448,839
- Administrative expenses
- $4,389,783
- Total expenses
- $35,838,622
- Net increase / (decrease)
- $969,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tufts Health Plan/Carelink | NONE | $1,104,745 | not reported in the loaded dataset |
| Us Bank | NONE | $287,298 | $0 |
| Zenith American Solutions | NONE | $198,978 | not reported in the loaded dataset |
| Modern Assistance | NONE | $165,000 | not reported in the loaded dataset |
| Segal Consulting | NONE | $163,833 | $0 |
| Anne Fini | EMPLOYEE | $126,298 | not reported in the loaded dataset |
| Express Scripts Inc | NONE | $102,837 | not reported in the loaded dataset |
| Mickey Long, Esq. | NONE | $84,753 | not reported in the loaded dataset |
| Barbara Conners | EMPLOYEE | $75,222 | not reported in the loaded dataset |
| Karen Fini | EMPLOYEE | $74,737 | not reported in the loaded dataset |
| Charlie Wright | EMPLOYEE | $72,516 | not reported in the loaded dataset |
| William Hurley | EMPLOYEE | $67,406 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $65,649 | not reported in the loaded dataset |
| Lyn Tabajonda | EMPLOYEE | $57,916 | not reported in the loaded dataset |
| Edna Doyle | EMPLOYEE | $50,694 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $45,606 | not reported in the loaded dataset |
| Heather Romeri | EMPLOYEE | $43,662 | not reported in the loaded dataset |
| Patricia Doyle | EMPLOYEE | $43,174 | not reported in the loaded dataset |
| Segal Roitman, Llp | NONE | $32,384 | not reported in the loaded dataset |
| Lya Bermudez | EMPLOYEE | $31,928 | not reported in the loaded dataset |
| Change Healthcare | NONE | $27,705 | not reported in the loaded dataset |
| Iron Mountain Records Management | NONE | $27,371 | not reported in the loaded dataset |
| Maureen Flaherty | EMPLOYEE | $24,951 | not reported in the loaded dataset |
| Amalgamated Medical Care Management | NONE | $23,637 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $22,360 | not reported in the loaded dataset |
| Kara Lally | EMPLOYEE | $21,929 | not reported in the loaded dataset |
| Nicole Murphy | EMPLOYEE | $21,476 | not reported in the loaded dataset |
| Anne Blundell | EMPLOYEE | $20,279 | not reported in the loaded dataset |
| Marisa Hannigan | EMPLOYEE | $18,842 | not reported in the loaded dataset |
| Jaime Jarobe | EMPLOYEE | $15,083 | not reported in the loaded dataset |
| Ann O'Meara | EMPLOYEE | $12,714 | not reported in the loaded dataset |
| Langan & Dempsey | NONE | $10,977 | not reported in the loaded dataset |
| Davis Vision | NONE | $10,414 | not reported in the loaded dataset |
| Ryan Corry | EMPLOYEE | $9,590 | not reported in the loaded dataset |
| Boyd'S Printing | NONE | $7,530 | not reported in the loaded dataset |