2023 Form 5500 filing — Rochester Area Construction And Materials Health A
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 20241218070202NAL0006909810001) for Rochester Area Construction And Materials Health A, reported by Rochester Area Construction And Materials Health And Welfare Fund under EIN 16-0962644 and plan number 501. It reports 1,383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218070202NAL0006909810001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Rochester Area Construction And Materials Health And Welfare Fund
- EIN
- 16-0962644
- Plan number
- 501
- Location
- Rochester, NY
- Participants
- 1,383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,754,751
- Total liabilities (EOY)
- $287,763
- Net assets (EOY)
- $7,466,988
- Employer contributions
- $5,613,005
- Participant contributions
- $660,156
- Total income / additions
- $7,224,931
- Benefits paid
- $6,303,123
- Administrative expenses
- $469,631
- Total expenses
- $6,772,754
- Net increase / (decrease)
- $452,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kris Williamson | EMPLOYEE | $63,630 | not reported in the loaded dataset |
| Karpus Investment Management | CONSULTANT | $55,739 | not reported in the loaded dataset |
| Blitman And King | LEGAL COUNSEL | $50,939 | not reported in the loaded dataset |
| Stokes,Visca,Hucko & Barone Cpa,LLC | AUDITOR | $19,569 | not reported in the loaded dataset |
| Moyer And Associates Pc | ATTORNEY | $19,329 | not reported in the loaded dataset |
| One Digital Investment Advisors,LLC | CONSULTANT | $15,000 | not reported in the loaded dataset |