2023 Form 5500 filing — New York City District Council Of Carpenters 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 20250319090351NAL0002478483001) for New York City District Council Of Carpenters Welfare Fund, reported by Board Of Trustees Of Nycdcc Welfare Fund under EIN 13-5615576 and plan number 501. It reports 19,314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319090351NAL0002478483001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Nycdcc Welfare Fund
- EIN
- 13-5615576
- Plan number
- 501
- Location
- New York, NY
- Participants
- 19,314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $869,478,739
- Total liabilities (EOY)
- $163,899,786
- Net assets (EOY)
- $705,578,953
- Employer contributions
- $382,049,122
- Participant contributions
- $4,791,699
- Total income / additions
- $468,091,272
- Benefits paid
- $447,780,526
- Administrative expenses
- $13,708,822
- Total expenses
- $461,489,348
- Net increase / (decrease)
- $6,601,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Administrators | NONE | $3,846,150 | not reported in the loaded dataset |
| Express Scripts Inc | NONE | $3,211,699 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $1,901,148 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $1,230,276 | not reported in the loaded dataset |
| Virginia & Ambinder Llp | NONE | $947,918 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $427,024 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $382,483 | not reported in the loaded dataset |
| Employee A | NONE | $303,305 | not reported in the loaded dataset |
| Harvard Protection Services | SECURITY PROVIDER | $284,299 | not reported in the loaded dataset |
| Beacon Hill Staffing Group | NONE | $282,949 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $265,702 | not reported in the loaded dataset |
| Lord Abbett & Co LLC | NONE | $244,300 | not reported in the loaded dataset |
| Employee B | NONE | $242,374 | not reported in the loaded dataset |
| Employee C | NONE | $209,453 | not reported in the loaded dataset |
| Perfect Printing Solutions Inc | NONE | $207,521 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $198,020 | $0 |
| Employee D | NONE | $190,680 | not reported in the loaded dataset |
| Employee E | NONE | $168,868 | not reported in the loaded dataset |
| Employee F | NONE | $167,952 | not reported in the loaded dataset |
| Kauff Mcguire & Margolis Llp | NONE | $159,559 | not reported in the loaded dataset |
| Bahn Pclc | NONE | $158,445 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $157,113 |
| Employee G | NONE | $150,632 | not reported in the loaded dataset |
| Employee H | NONE | $145,390 | not reported in the loaded dataset |
| Employee I | NONE | $145,048 | not reported in the loaded dataset |
| Employee J | NONE | $137,071 | not reported in the loaded dataset |
| Employee K | NONE | $136,000 | not reported in the loaded dataset |
| Employee L | NONE | $133,843 | not reported in the loaded dataset |
| Employee M | NONE | $130,196 | not reported in the loaded dataset |
| Employee N | NONE | $125,460 | not reported in the loaded dataset |
| Employee O | NONE | $123,001 | not reported in the loaded dataset |
| Employee P | NONE | $122,076 | not reported in the loaded dataset |
| Employee Q | NONE | $117,108 | not reported in the loaded dataset |
| Employee R | NONE | $116,337 | not reported in the loaded dataset |
| Employee S | NONE | $112,452 | not reported in the loaded dataset |
| Employee T | NONE | $107,102 | not reported in the loaded dataset |
| Employee U | NONE | $106,334 | not reported in the loaded dataset |
| Scout Investments, Inc. | NONE | $101,739 | not reported in the loaded dataset |
| Employee V | NONE | $100,590 | not reported in the loaded dataset |
| Employee W | NONE | $98,803 | not reported in the loaded dataset |
| Employee X | NONE | $96,367 | not reported in the loaded dataset |
| Employee Y | NONE | $95,431 | not reported in the loaded dataset |
| Employee Z | NONE | $91,017 | not reported in the loaded dataset |
| Employee Aa | NONE | $90,939 | not reported in the loaded dataset |
| Employee Ab | NONE | $90,725 | not reported in the loaded dataset |
| Employee Ac | NONE | $90,348 | not reported in the loaded dataset |
| Employee Ad | NONE | $90,294 | not reported in the loaded dataset |
| Employee Ae | NONE | $89,444 | not reported in the loaded dataset |
| Employee Af | NONE | $88,686 | not reported in the loaded dataset |
| Employee Ag | NONE | $88,092 | not reported in the loaded dataset |
| Employee Ah | NONE | $87,106 | not reported in the loaded dataset |
| Employee Ai | NONE | $85,873 | not reported in the loaded dataset |
| Employee Aj | NONE | $83,118 | not reported in the loaded dataset |
| Employee Ak | NONE | $79,175 | not reported in the loaded dataset |
| Employee Al | NONE | $78,629 | not reported in the loaded dataset |
| Employee Am | NONE | $77,489 | not reported in the loaded dataset |
| Employee An | NONE | $75,569 | not reported in the loaded dataset |
| Employee Ao | NONE | $75,414 | not reported in the loaded dataset |
| Employee Ap | NONE | $74,936 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $74,545 | not reported in the loaded dataset |
| Employee Aq | NONE | $74,221 | not reported in the loaded dataset |
| Employee Ar | NONE | $73,060 | not reported in the loaded dataset |
| Employee As | NONE | $69,596 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $68,771 | not reported in the loaded dataset |
| Employee At | NONE | $68,507 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $68,353 | not reported in the loaded dataset |
| Employee Au | NONE | $67,876 | not reported in the loaded dataset |
| Employee Av | NONE | $66,407 | not reported in the loaded dataset |
| Employee Aw | NONE | $66,405 | not reported in the loaded dataset |
| Employee Ax | NONE | $66,218 | not reported in the loaded dataset |
| Addison Group | NONE | $65,112 | not reported in the loaded dataset |
| Employee Ay | NONE | $64,684 | not reported in the loaded dataset |
| Employee Az | NONE | $64,577 | not reported in the loaded dataset |
| Administrative Services Only Inc | NONE | $63,573 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $63,112 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | ATTORNEY | $60,883 | not reported in the loaded dataset |
| Employee Ba | NONE | $60,755 | not reported in the loaded dataset |
| Employee Bb | NONE | $60,194 | not reported in the loaded dataset |
| Employee Bc | NONE | $58,868 | not reported in the loaded dataset |
| Employee Bd | NONE | $58,528 | not reported in the loaded dataset |
| Employee Be | NONE | $57,692 | not reported in the loaded dataset |
| Employee Bf | NONE | $57,334 | not reported in the loaded dataset |
| Employee Bg | NONE | $57,332 | not reported in the loaded dataset |
| Employee Bh | NONE | $56,308 | not reported in the loaded dataset |
| Employee Bi | NONE | $56,231 | not reported in the loaded dataset |
| Employee Bj | NONE | $55,861 | not reported in the loaded dataset |
| Employee Bk | NONE | $55,454 | not reported in the loaded dataset |
| Employee Bl | NONE | $54,653 | not reported in the loaded dataset |
| Employee Bm | NONE | $54,512 | not reported in the loaded dataset |
| Employee Bn | NONE | $53,736 | not reported in the loaded dataset |
| Employee Bo | NONE | $53,362 | not reported in the loaded dataset |
| Employee Bp | NONE | $53,237 | not reported in the loaded dataset |
| Employee Bq | NONE | $52,561 | not reported in the loaded dataset |
| Employee Br | NONE | $52,436 | not reported in the loaded dataset |
| Employee Bs | NONE | $52,018 | not reported in the loaded dataset |
| Employee Bt | NONE | $49,267 | not reported in the loaded dataset |
| Employee Bu | NONE | $48,832 | not reported in the loaded dataset |
| Employee Bv | NONE | $47,175 | not reported in the loaded dataset |
| Employee Bw | NONE | $46,154 | not reported in the loaded dataset |
| Employee Bx | NONE | $45,961 | not reported in the loaded dataset |
| Employee By | NONE | $45,852 | not reported in the loaded dataset |
| Employee Bz | NONE | $45,760 | not reported in the loaded dataset |
| Employee Ca | NONE | $45,214 | not reported in the loaded dataset |
| Employee Cb | NONE | $43,157 | not reported in the loaded dataset |
| Employee Cc | NONE | $41,349 | not reported in the loaded dataset |
| Employee Cd | NONE | $40,000 | not reported in the loaded dataset |
| Employee Ce | NONE | $39,669 | not reported in the loaded dataset |
| Amalgamated Employee Benefits Admin | NONE | $39,000 | not reported in the loaded dataset |
| Employee Cf | NONE | $38,935 | not reported in the loaded dataset |
| Employee Cg | NONE | $37,932 | not reported in the loaded dataset |
| Employee Ch | NONE | $35,860 | not reported in the loaded dataset |
| Employee Ci | NONE | $35,418 | not reported in the loaded dataset |
| Steven C. Kasarda | NONE | $33,598 | not reported in the loaded dataset |
| Employee Cj | NONE | $31,995 | not reported in the loaded dataset |
| Employee Ck | NONE | $31,951 | not reported in the loaded dataset |
| Employee Cl | NONE | $30,932 | not reported in the loaded dataset |
| Employee Cm | NONE | $29,956 | not reported in the loaded dataset |
| Daniel Engelstein | NONE | $29,876 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $29,803 | not reported in the loaded dataset |
| J.J. Pierson | NONE | $29,400 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $25,715 | $0 |
| Jeffrey G. Stein | NONE | $25,202 | not reported in the loaded dataset |
| Paylocity Corporation | NONE | $22,361 | not reported in the loaded dataset |
| Heyman Partners | NONE | $22,000 | not reported in the loaded dataset |
| International Scholarship & Tuition | NONE | $18,000 | not reported in the loaded dataset |
| Stormwind LLC | NONE | $14,519 | not reported in the loaded dataset |
| C. Hunt Walker Company LLC | NONE | $11,400 | not reported in the loaded dataset |