2023 Form 5500 filing — Service Employees International Union Local 1 Cleveland 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 20241016192322NAL0062197330001) for Service Employees International Union Local 1 Cleveland Welfare Fund, reported by Board Of Trustees Of Local 1 Welfare Fund No. 1 under EIN 34-0820618 and plan number 501. It reports 611 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016192322NAL0062197330001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 1 Welfare Fund No. 1
- EIN
- 34-0820618
- Plan number
- 501
- Location
- Cleveland, OH
- Participants
- 611
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,956,647
- Total liabilities (EOY)
- $254,990
- Net assets (EOY)
- $9,701,657
- Employer contributions
- $2,187,005
- Participant contributions
- $3,984
- Total income / additions
- $2,797,634
- Benefits paid
- $1,557,969
- Administrative expenses
- $317,343
- Total expenses
- $1,875,312
- Net increase / (decrease)
- $922,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Donald J. Lowe Associates, Inc. | not reported in the loaded dataset | $140,810 | not reported in the loaded dataset |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $30,375 | not reported in the loaded dataset |
| Allota Farley Co., Lpa | not reported in the loaded dataset | $24,105 | not reported in the loaded dataset |
| Cuni, Rust And Strenk | not reported in the loaded dataset | $16,750 | not reported in the loaded dataset |
| Andco Consulting | not reported in the loaded dataset | $16,109 | not reported in the loaded dataset |