2023 Form 5500 filing — Laborers Local 235 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 20241015194452NAL0015339331001) for Laborers Local 235 Welfare Fund, reported by Board Of Trustees Local 235 Welfare Fund under EIN 13-1777458 and plan number 501. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194452NAL0015339331001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 235 Welfare Fund
- EIN
- 13-1777458
- Plan number
- 501
- Location
- Elmsford, NY
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,918,320
- Total liabilities (EOY)
- $1,552,113
- Net assets (EOY)
- $10,366,207
- Employer contributions
- $9,989,414
- Participant contributions
- $61,144
- Total income / additions
- $10,495,671
- Benefits paid
- $4,799,013
- Administrative expenses
- $722,858
- Total expenses
- $5,521,871
- Net increase / (decrease)
- $4,973,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | CLAIMS PROCESSING | $194,770 | $0 |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $75,646 | not reported in the loaded dataset |
| The Segal Company, Inc. | ACTUARY | $70,000 | not reported in the loaded dataset |
| Marshall & Moss Admin Services | ACCOUNTING | $58,252 | not reported in the loaded dataset |
| Irina Honczarenko | EMPLOYEE | $28,347 | not reported in the loaded dataset |
| Gettry Marcus Cpa. P.C. | ACCOUNTANT | $14,400 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | INVESTMENT MANAGER | $8,182 | $0 |