2023 Form 5500 filing — Bricklayers And Allied Craftworkers Local No. 3 Ny Niagara Falls-Buffalo Chapter Health & Welfare Pla

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 20241213101001NAL0010339379002) for Bricklayers And Allied Craftworkers Local No. 3 Ny Niagara Falls-Buffalo Chapter Health & Welfare Pla, reported by Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & Welf under EIN 16-0849723 and plan number 501. It reports 447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$6.4MReported net assets$6,418,417
Participants447
Provider compensation$103.7K5 Schedule C row(s)$103,698
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241213101001NAL0010339379002
Plan sponsor
Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & Welf
EIN
16-0849723
Plan number
501
Location
Buffalo, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.5M total assets
Net assets$6.4MLiabilities$62.2K
Money in vs. money out
Total income / additions$4.2M
Total expenses$3.9M
Benefits paid / distributions$3.6M
Contributions
Employer$3.5M
Participant$134.1K
Full reported line items
Total assets (EOY)
$6,480,586
Total liabilities (EOY)
$62,169
Net assets (EOY)
$6,418,417
Employer contributions
$3,548,044
Participant contributions
$134,114
Total income / additions
$4,216,137
Benefits paid
$3,642,511
Administrative expenses
$223,613
Total expenses
$3,866,124
Net increase / (decrease)
$350,013

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Carmen O'NealEMPLOYEE$45,329not reported in the loaded dataset
Tronconi Segarra & Associates LlpNONE$20,139not reported in the loaded dataset
Morgan Stanley Smith Barney LLCNONE$16,312$0
Slevin & Hart PcNONE$13,024not reported in the loaded dataset
Arcara Lenda Eusanio & StaceyNONE$8,894not reported in the loaded dataset

Related Form 5500 pages