2023 Form 5500 filing — Bricklayers & Allied Craftworkers Local 3 Ny Rochester Chapter 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 20250205092210NAL0016530544001) for Bricklayers & Allied Craftworkers Local 3 Ny Rochester Chapter Welfare Fund, reported by Joint Board Of Trustees Bricklayers & under EIN 16-0983640 and plan number 501. It reports 699 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205092210NAL0016530544001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Bricklayers &
- EIN
- 16-0983640
- Plan number
- 501
- Location
- Rochester, NY
- Participants
- 699
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,560,104
- Total liabilities (EOY)
- $182,667
- Net assets (EOY)
- $7,377,437
- Employer contributions
- $4,891,492
- Participant contributions
- $843,029
- Total income / additions
- $6,456,257
- Benefits paid
- $5,208,131
- Administrative expenses
- $337,845
- Total expenses
- $5,545,976
- Net increase / (decrease)
- $910,281
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Modern Administration Systems LLC | NONE | $44,479 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $26,134 | not reported in the loaded dataset |
| Bonadio & Co, Llp | NONE | $23,079 | not reported in the loaded dataset |
| Arcara Lenda Eusiano & Stacey Cpa | NONE | $15,839 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $14,248 | $0 |
| Bac Local 3 Ny Building Corp. | AFFILIATE LANDLORD | $13,680 | not reported in the loaded dataset |
| Excellus Blue Cross Blue Shield | NONE | $6,763 | not reported in the loaded dataset |