2023 Form 5500 filing — Local 804 Welfare Trust 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 20250317163454NAL0001863217001) for Local 804 Welfare Trust Fund, reported by Board Of Trustees Local 804 Welfare Trust Fund under EIN 11-1637886 and plan number 501. It reports 5,984 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317163454NAL0001863217001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 804 Welfare Trust Fund
- EIN
- 11-1637886
- Plan number
- 501
- Location
- Port Washington, NY
- Participants
- 5,984
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,158,930
- Total liabilities (EOY)
- $23,129,623
- Net assets (EOY)
- $129,029,307
- Employer contributions
- $133,085,582
- Participant contributions
- $3,193,263
- Total income / additions
- $140,750,225
- Benefits paid
- $137,333,116
- Administrative expenses
- $8,117,510
- Total expenses
- $145,450,626
- Net increase / (decrease)
- -$4,700,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire_anthem (Aka Elevance Health) | NONE | $2,260,927 | not reported in the loaded dataset |
| The Segal Company | ACTUARY FOR RELATED PLAN | $497,720 | not reported in the loaded dataset |
| New York Medical Management, Inc. | REL'D TO HEALTH PLAN SYS | $442,478 | not reported in the loaded dataset |
| Comprehensive Healthcare_fka Hps | IT CONSULT'-RELATED PLANS | $414,439 | not reported in the loaded dataset |
| Express Scripts (Aka Evernorth) | NONE | $272,107 | not reported in the loaded dataset |
| Marc Panteleone | EMPLOYEE | $236,494 | not reported in the loaded dataset |
| Proskauer Rose, Llp | COUNSEL FOR RELATED PLANS | $227,400 | not reported in the loaded dataset |
| Maggie Wu | EMPLOYEE | $222,153 | not reported in the loaded dataset |
| James Panteleone | EMPLOYEE | $161,066 | not reported in the loaded dataset |
| Teamster Center Services Fund | NONE | $152,846 | not reported in the loaded dataset |
| Anna Bychowski | EMPLOYEE | $142,366 | not reported in the loaded dataset |
| Christine Nicoletti | EMPLOYEE | $139,524 | not reported in the loaded dataset |
| Celia Liaw | EMPLOYEE | $127,527 | not reported in the loaded dataset |
| Weaver_barksdale Investment Mgmt | NONE | $112,719 | not reported in the loaded dataset |
| Lisa Rosa | EMPLOYEE | $105,292 | not reported in the loaded dataset |
| Anwar Zaidi | EMPLOYEE | $103,573 | not reported in the loaded dataset |
| Concepcion Acevedo | EMPLOYEE | $99,319 | not reported in the loaded dataset |
| Dorothy Lubera | EMPLOYEE | $99,107 | not reported in the loaded dataset |
| James Soliwoda | EMPLOYEE | $96,570 | not reported in the loaded dataset |
| Janina Jones | EMPLOYEE | $87,769 | not reported in the loaded dataset |
| Nancy Rosas | EMPLOYEE | $85,243 | not reported in the loaded dataset |
| Cohen,Weiss And Simon Llp | COUNSEL FOR RELATED PLAN | $84,669 | not reported in the loaded dataset |
| Anthony Scully | EMPLOYEE | $79,574 | not reported in the loaded dataset |
| Jeanette Brown | EMPLOYEE | $76,144 | not reported in the loaded dataset |
| Meagan Adrian-Irizarry | EMPLOYEE | $74,016 | not reported in the loaded dataset |
| Dr. Asher Mansdorf | NONE | $60,050 | not reported in the loaded dataset |
| Katherine Cando | EMPLOYEE | $56,806 | not reported in the loaded dataset |
| Pamela Garcia | EMPLOYEE | $49,544 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | AUDITOR FOR RELATED PLANS | $49,000 | not reported in the loaded dataset |
| Amalgamated Bank | PLAN CUSTODIAN | $48,664 | $0 |
| Morgan Stanley_graystone | NONE | $40,000 | not reported in the loaded dataset |
| Miriam Camacho | EMPLOYEE | $39,493 | not reported in the loaded dataset |
| Elisha Richards | EMPLOYEE | $28,670 | not reported in the loaded dataset |
| Dr. Frederick M. Tucci | NONE | $24,000 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $9,392 | $0 |