2023 Form 5500 filing — Bakers Union Local 37 Health & 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 20250207175504NAL0023925472001) for Bakers Union Local 37 Health & Welfare Fund, reported by Board Of Trustees, Bakers Union Local 37 Health & under EIN 95-6048924 and plan number 501. It reports 693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207175504NAL0023925472001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Bakers Union Local 37 Health &
- EIN
- 95-6048924
- Plan number
- 501
- Location
- Mount Kisco, NY
- Participants
- 693
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,978,944
- Total liabilities (EOY)
- $419,980
- Net assets (EOY)
- $6,558,964
- Employer contributions
- $12,150,176
- Total income / additions
- $12,191,710
- Benefits paid
- $11,349,899
- Administrative expenses
- $218,453
- Total expenses
- $11,568,352
- Net increase / (decrease)
- $623,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quantum Financial Strategies, Inc | NONE | $91,781 | not reported in the loaded dataset |
| Rael & Letson | NONE | $38,499 | not reported in the loaded dataset |
| Compliance Verification, Inc. | NONE | $32,173 | not reported in the loaded dataset |
| Henningfield & Associates Inc. | NONE | $13,000 | not reported in the loaded dataset |
| Quest Investment Manager | NONE | $6,642 | $0 |