2023 Form 5500 filing — United Wire, Metal & Machine H & W Fd
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 20241015214140NAL0030980449001) for United Wire, Metal & Machine H & W Fd, reported by United Wire, Metal & Machine Health & Welfare Fund under EIN 13-5608135 and plan number 501. It reports 2,748 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015214140NAL0030980449001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Wire, Metal & Machine Health & Welfare Fund
- EIN
- 13-5608135
- Plan number
- 501
- Location
- Long Island City, NY
- Participants
- 2,748
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,487,621
- Total liabilities (EOY)
- $10,597,210
- Net assets (EOY)
- $75,890,411
- Employer contributions
- $29,584,743
- Participant contributions
- $271,837
- Total income / additions
- $39,661,531
- Benefits paid
- $39,577,821
- Administrative expenses
- $2,859,086
- Total expenses
- $42,436,907
- Net increase / (decrease)
- -$2,775,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Magnacare Administrative Services | NONE | $1,228,105 | $0 |
| Jrn Consulting, LLC | NONE | $347,537 | not reported in the loaded dataset |
| Rosanna Furio | NONE | $212,035 | not reported in the loaded dataset |
| Lorraine Buonacore | ADMINISTRATOR FOR EBP | $211,601 | not reported in the loaded dataset |
| Principal Enhanced Property Fund Lp | PROVIDES SRVS FOR REL EBP | $148,498 | not reported in the loaded dataset |
| Wanda Lozano | NONE | $128,109 | not reported in the loaded dataset |
| Mark Pepgjonaj | NONE | $122,250 | not reported in the loaded dataset |
| D.D. Services, Inc | NONE | $117,656 | not reported in the loaded dataset |
| Francesco Licari | NONE | $111,888 | not reported in the loaded dataset |
| Fenimore Asset Management, Inc. | PROVIDES SRVS FOR REL EBP | $107,668 | not reported in the loaded dataset |
| Stephan Garriques | NONE | $103,122 | not reported in the loaded dataset |
| Juan Then | NONE | $102,145 | not reported in the loaded dataset |
| William Alexander | NONE | $90,822 | not reported in the loaded dataset |
| Linda Alvarez | NONE | $90,088 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | PRO SRVS FOR RELATED EBP | $89,458 | not reported in the loaded dataset |
| Segal Company (Eastern States), Inc | PROVIDES SRVS FOR REL EBP | $81,911 | not reported in the loaded dataset |
| Alberto Rivera | NONE | $81,476 | not reported in the loaded dataset |
| Kattia Santana | NONE | $73,703 | not reported in the loaded dataset |
| Buchbinder Tunick & Co, Llp | PRO SRVS FOR REL ORG & EB | $71,000 | not reported in the loaded dataset |
| Proskauer Rose Llp | PROVIDES SRVS FOR REL EBP | $70,000 | not reported in the loaded dataset |
| Vicky Tyczynski | NONE | $69,781 | not reported in the loaded dataset |
| Murat Badioglu | NONE | $68,758 | not reported in the loaded dataset |
| Eric Acevedo | NONE | $64,996 | not reported in the loaded dataset |
| Eufemio Rodriguez | NONE | $61,676 | not reported in the loaded dataset |
| Lourdes Berrezueta | NONE | $56,373 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | PRO SRVS FOR REL ORG & EB | $55,740 | $0 |
| Milagros Acosta | NONE | $50,967 | not reported in the loaded dataset |
| Columbia Management Investment Advi | PROVIDES SVRS FOR EBP | $48,028 | $0 |
| Reynolds Consulting Services, LLC | PROVIDES SRVS FOR REL EBP | $40,000 | not reported in the loaded dataset |
| Barnes, Iaccarrino & Shepherd Llp | PRO SRVS REL EBP | $33,000 | not reported in the loaded dataset |
| Rebecca Brown | NONE | $20,185 | not reported in the loaded dataset |
| Withum Smith & Brown, Pc | NONE | $19,943 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $13,744 | not reported in the loaded dataset |
| Lerner Cumbo & Associates | NONE | $10,004 | not reported in the loaded dataset |
| M&T Bank | PROVIDES SVRS FOR EBP | $9,616 | $0 |
| Roy Barnes, Esq | PROVIDES SRVS FOR REL EBP | $8,861 | not reported in the loaded dataset |
| Satesh Jaikarran | NONE | $7,525 | not reported in the loaded dataset |
| Littler Mendelson Pllc | PROVIDES SRVS FOR REL EBP | $7,500 | not reported in the loaded dataset |