2023 Form 5500 filing — Local 514 Health And 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 20250318150931NAL0003496081002) for Local 514 Health And Welfare Fund, reported by Local 514 Health And Welfare Fund under EIN 46-7325928 and plan number 501. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250318150931NAL0003496081002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 514 Health And Welfare Fund
- EIN
- 46-7325928
- Plan number
- 501
- Location
- White Plains, NY
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $932,199
- Total liabilities (EOY)
- $596,174
- Net assets (EOY)
- $336,025
- Employer contributions
- $5,454,458
- Total income / additions
- $5,481,204
- Benefits paid
- $5,075,022
- Administrative expenses
- $203,238
- Total expenses
- $5,278,260
- Net increase / (decrease)
- $202,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buchbinder Tunick & C0 Llp | AUDITOR | $15,000 | $0 |
| Mccarthy & Preece | ATTORNEY | $7,000 | $0 |