2023 Form 5500 filing — United Association Local No. 7 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 20250314145346NAL0011901299002) for United Association Local No. 7 Welfare Fund, reported by Plumbers And Steamfitters Local No. 7 Welfare Fund under EIN 14-6029930 and plan number 501. It reports 1,144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314145346NAL0011901299002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Steamfitters Local No. 7 Welfare Fund
- EIN
- 14-6029930
- Plan number
- 501
- Location
- Latham, NY
- Participants
- 1,144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,079,900
- Total liabilities (EOY)
- $1,012,289
- Net assets (EOY)
- $92,067,611
- Employer contributions
- $14,356,345
- Participant contributions
- $835,978
- Total income / additions
- $25,864,405
- Benefits paid
- $15,051,016
- Administrative expenses
- $872,711
- Total expenses
- $15,923,727
- Net increase / (decrease)
- $9,940,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital District Physicians Health | NONE | $443,840 | not reported in the loaded dataset |
| Retiree First | NONE | $140,655 | not reported in the loaded dataset |
| Silvercrest Asset Management Group | NONE | $81,268 | not reported in the loaded dataset |
| Ryan Heimroth | EMPLOYEE | $66,829 | not reported in the loaded dataset |
| New Century Advisors | NONE | $57,556 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | NONE | $50,625 | not reported in the loaded dataset |
| Income Research + Management | NONE | $42,412 | not reported in the loaded dataset |
| Leslie A. Vandenburgh-Baldwin | EMPLOYEE | $40,847 | not reported in the loaded dataset |
| Tracey Rex | EMPLOYEE | $40,831 | not reported in the loaded dataset |
| Blitman & King | NONE | $38,959 | not reported in the loaded dataset |
| Mengel, Metzger, Barr, And Co., | NONE | $38,753 | not reported in the loaded dataset |
| Delta Dental Services | NONE | $28,305 | not reported in the loaded dataset |
| Mpc Capital Advisors LLC | NONE | $26,841 | not reported in the loaded dataset |
| Justine Koerner | EMPLOYEE | $26,046 | not reported in the loaded dataset |
| Express Scripts | NONE | $17,609 | not reported in the loaded dataset |
| Us Bank | NONE | $8,534 | not reported in the loaded dataset |