2023 Form 5500 filing — Madelaine/Local 1222 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 20241223121522NAL0008712625001) for Madelaine/Local 1222 Welfare Fund, reported by Madelaine/Local 1222 Welfare Fund under EIN 11-3053695 and plan number 501. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223121522NAL0008712625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Madelaine/Local 1222 Welfare Fund
- EIN
- 11-3053695
- Plan number
- 501
- Location
- Long Beach, NY
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,962
- Total liabilities (EOY)
- $11,666
- Net assets (EOY)
- $49,296
- Employer contributions
- $387,000
- Total income / additions
- $387,000
- Benefits paid
- $204,970
- Administrative expenses
- $175,685
- Total expenses
- $380,655
- Net increase / (decrease)
- $6,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Syntonics Systems Inc | CONSULTANT | $36,872 | not reported in the loaded dataset |
| Susan Harris | EMPLOYEE | $26,336 | not reported in the loaded dataset |
| Joel Spivak | FUND COUNSEL | $22,000 | not reported in the loaded dataset |
| Errol Katcher | CONSULTANT | $10,750 | not reported in the loaded dataset |
| Magnacare | CLAIMS PROCESSING | $8,827 | not reported in the loaded dataset |