2023 Form 5500 filing — Southern Tier Building Trades Welfare Plan
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 20250218101543NAL0002269891001) for Southern Tier Building Trades Welfare Plan, reported by Builders Exchange Of The Southern Tier, Inc. under EIN 16-0810677 and plan number 501. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218101543NAL0002269891001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Builders Exchange Of The Southern Tier, Inc.
- EIN
- 16-0810677
- Plan number
- 501
- Location
- Jamestown, NY
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,139,878
- Total liabilities (EOY)
- $567,750
- Net assets (EOY)
- $19,572,128
- Employer contributions
- $2,494,115
- Participant contributions
- $555,257
- Total income / additions
- $5,139,456
- Benefits paid
- $3,602,889
- Administrative expenses
- $490,092
- Total expenses
- $4,092,981
- Net increase / (decrease)
- $1,046,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ellie Munson | EMPLOYEE | $79,071 | not reported in the loaded dataset |
| Cassandra Whitney | EMPLOYEE | $54,566 | not reported in the loaded dataset |
| Danielle Marsh | EMPLOYEE | $48,638 | not reported in the loaded dataset |
| Tronconi Segarra & Associates | NONE | $47,714 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $37,188 | not reported in the loaded dataset |
| Pca Technology Group | NONE | $23,595 | not reported in the loaded dataset |
| Jbm Computer Consulting | NONE | $21,753 | not reported in the loaded dataset |
| Lipsitz, Green, Scime, Cambria Llp | NONE | $5,371 | not reported in the loaded dataset |