2023 Form 5500 filing — Industry & Local 338 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 20250331082503NAL0003340803001) for Industry & Local 338 Welfare Fund, reported by Board Of Trustees Of Industry & Local 338 Welfare Fund under EIN 13-1818220 and plan number 501. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331082503NAL0003340803001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Industry & Local 338 Welfare Fund
- EIN
- 13-1818220
- Plan number
- 501
- Location
- Sparks, MD
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,591,886
- Total liabilities (EOY)
- $367,665
- Net assets (EOY)
- $6,224,221
- Employer contributions
- $2,214,842
- Total income / additions
- $2,709,843
- Benefits paid
- $3,003,586
- Administrative expenses
- $218,423
- Total expenses
- $3,222,009
- Net increase / (decrease)
- -$512,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Administrators, LLC | NONE | $84,288 | not reported in the loaded dataset |
| Empire Healthcare Assurance, Inc | NONE | $76,075 | not reported in the loaded dataset |
| The Segal Co (Eastern States), Inc | NONE | $50,000 | $17,049 |
| Express Scripts Inc | NONE | $52,392 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $39,374 | not reported in the loaded dataset |
| Sei Investment Management Corp | NONE | $17,405 | $0 |
| Kauff Mcguire & Margolis, Llp | NONE | $9,595 | not reported in the loaded dataset |