2023 Form 5500 filing — Allied 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 20241015210105NAL0029664017002) for Allied Welfare Fund, reported by Allied Welfare Fund under EIN 22-6062974 and plan number 501. It reports 1,603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015210105NAL0029664017002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Allied Welfare Fund
- EIN
- 22-6062974
- Plan number
- 501
- Location
- Staten Island, NY
- Participants
- 1,603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,591,164
- Total liabilities (EOY)
- $2,344,057
- Net assets (EOY)
- $46,247,107
- Employer contributions
- $4,957,716
- Participant contributions
- $27,683
- Total income / additions
- $11,492,100
- Benefits paid
- $9,011,670
- Administrative expenses
- $1,019,539
- Total expenses
- $10,031,209
- Net increase / (decrease)
- $1,460,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crossroads Healthcare Managmnt LLC | NONE | $640,965 | not reported in the loaded dataset |
| Buchbinder Tunick & Co, Llp | NONE | $140,280 | not reported in the loaded dataset |
| Friedman And Anspach | NONE | $130,506 | not reported in the loaded dataset |
| Empire Blue Cross Blue Shield | NONE | $110,838 | not reported in the loaded dataset |
| Magna Care | NONE | $44,344 | not reported in the loaded dataset |
| David R. Pfaff, M.D. | NONE | $19,500 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | NONE | $15,500 | not reported in the loaded dataset |
| Dd Services, Inc | NONE | $14,735 | not reported in the loaded dataset |
| Summit Actuarial Services,LLC | NONE | $14,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $10,593 | $0 |
| Charlie N. Hall Sr. | NONE | $9,000 | not reported in the loaded dataset |