2023 Form 5500 filing — Health & Welfare Fund Lu 485
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 20250211141201NAL0034264528001) for Health & Welfare Fund Lu 485, reported by Board Of Trustees Health & Welfare Fund Lu 485 under EIN 11-2026238 and plan number 501. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211141201NAL0034264528001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Health & Welfare Fund Lu 485
- EIN
- 11-2026238
- Plan number
- 501
- Location
- New York, NY
- Participants
- 31
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,560,421
- Total liabilities (EOY)
- $133,566
- Net assets (EOY)
- $8,426,855
- Employer contributions
- $384,797
- Participant contributions
- $35,493
- Total income / additions
- $724,894
- Benefits paid
- $598,006
- Total expenses
- $1,057,997
- Net increase / (decrease)
- -$333,103
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohen, Weiss And Simon, Llp | NONE | $107,126 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $90,638 | not reported in the loaded dataset |
| Local 485 Iue-Cwa | SPONSOR | $63,576 | not reported in the loaded dataset |
| Cynthia Vasquez | EMPLOYEE | $34,176 | not reported in the loaded dataset |
| Gould Kobrick & Schlapp Pc | NONE | $32,813 | not reported in the loaded dataset |
| Basil Castrovinci, Inc | NONE | $30,600 | not reported in the loaded dataset |
| Daniel H. Cook Associates, Inc. | NONE | $20,000 | not reported in the loaded dataset |
| Investment Performance Service | NONE | $15,000 | not reported in the loaded dataset |
| Brooklyn Heights Real Estate Inc. | NONE | $10,800 | not reported in the loaded dataset |
| Paychex | not reported in the loaded dataset | $5,866 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,104 | not reported in the loaded dataset |