2023 Form 5500 filing — Division 1181 Atu - New York 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 20250117181220NAL0041978784002) for Division 1181 Atu - New York Welfare Fund, reported by Division 1181 Atu Ny Welfare Fund & Plan under EIN 23-7255573 and plan number 503. It reports 9,267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117181220NAL0041978784002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Division 1181 Atu Ny Welfare Fund & Plan
- EIN
- 23-7255573
- Plan number
- 503
- Location
- Valley Stream, NY
- Participants
- 9,267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,001,891
- Total liabilities (EOY)
- $17,183,008
- Net assets (EOY)
- $102,818,883
- Employer contributions
- $114,391,680
- Participant contributions
- $11,777,507
- Total income / additions
- $133,296,017
- Benefits paid
- $105,965,489
- Administrative expenses
- $6,280,692
- Total expenses
- $112,246,181
- Net increase / (decrease)
- $21,049,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $3,034,580 | not reported in the loaded dataset |
| Payer Matrix, LLC | NONE | $757,609 | not reported in the loaded dataset |
| Buchbinder Tunick And Company Llp | PRO SRVS REL ORGS | $273,800 | not reported in the loaded dataset |
| C&R Consulting, Inc | PRO SRVS FOR REL EBP | $247,502 | not reported in the loaded dataset |
| Robert D'Ulisse | PRO SRVS REL ORGS | $213,126 | not reported in the loaded dataset |
| Express Scripts Holding Co. | NONE | $191,530 | not reported in the loaded dataset |
| Slevin & Hart, Pc | PRO SRVS REL ORGS | $183,234 | not reported in the loaded dataset |
| Vincent Zito | PRO SRVS REL ORGS | $170,501 | not reported in the loaded dataset |
| Eulalia Zito | PRO SRVS FOR REL EBP | $131,546 | not reported in the loaded dataset |
| Jo Ann Isolano | PRO SRVS FOR REL EBP | $99,070 | not reported in the loaded dataset |
| Brian Chabra | PRO SRVS FOR REL EBP | $98,141 | not reported in the loaded dataset |
| Hilder L. Laverde | PRO SRVS REL ORGS | $95,670 | not reported in the loaded dataset |
| Gunther Mejia | PRO SRVS FOR REL EBP | $90,146 | not reported in the loaded dataset |
| Donna A. Scala | PRO SRVS REL ORGS | $83,711 | not reported in the loaded dataset |
| Swarsattie Bachan | PRO SRVS FOR REL EBP | $83,711 | not reported in the loaded dataset |
| Donna A. Schuster | PRO SRVS REL ORGS | $82,505 | not reported in the loaded dataset |
| Nicole C, Bongiorno | PRO SRVS FOR REL EBP | $81,980 | not reported in the loaded dataset |
| Amy Gartland | PRO SRVS REL ORGS | $78,418 | not reported in the loaded dataset |
| Ambrina Aslam | NONE | $77,732 | not reported in the loaded dataset |
| Anna E. Virgona | PRO SRVS REL ORGS | $73,606 | not reported in the loaded dataset |
| Margaret H. Lamonica | PRO SRVS REL ORGS | $68,847 | not reported in the loaded dataset |
| Iris Torres | NONE | $68,317 | not reported in the loaded dataset |
| Yeeman Pun | PRO SRVS FOR REL EBP | $64,539 | not reported in the loaded dataset |
| Norma Gayle | PRO SRVS REL ORGS | $61,705 | not reported in the loaded dataset |
| Margaret M. Difano | PRO SRVS REL ORGS | $61,074 | not reported in the loaded dataset |
| Renee D. Pinckney | PRO SRVS FOR REL EBP | $57,500 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc. | PRO SRVS FOR REL EBP | $55,500 | not reported in the loaded dataset |
| Roger Santos | NONE | $50,614 | not reported in the loaded dataset |
| Daniel Istrico | PRO SRVS FOR REL EBP | $46,094 | not reported in the loaded dataset |
| Anne Oakes | PRO SRVS FOR REL EBP | $44,582 | not reported in the loaded dataset |
| Mintz & Gold Llp | PRO SRVS REL BEN PLANS | $41,167 | not reported in the loaded dataset |
| Ashley M. Micciulli | PRO SRVS FOR REL EBP | $34,680 | not reported in the loaded dataset |
| Warren Kabash | NONE | $33,455 | not reported in the loaded dataset |
| Syntonic Systems, Inc. | PRO SRVS FOR REL EBP | $27,441 | not reported in the loaded dataset |
| Meyer, Souzzi, English & Klein, P.C | PRO SRVS REL ORGS | $19,888 | not reported in the loaded dataset |
| Msi Technologies, LLC | PRO SRVS FOR REL EBP | $10,400 | not reported in the loaded dataset |
| Vision Screening, Inc. | NONE | $5,983 | not reported in the loaded dataset |