2023 Form 5500 filing — Welfare Fund Of Local No. One I.A.T.S.E.
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 20250407115023NAL0018361873001) for Welfare Fund Of Local No. One I.A.T.S.E., reported by Board Of Trustees Of Welfare Fund Of Local No. One I.A.T.S.E. under EIN 13-6174166 and plan number 501. It reports 2,760 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407115023NAL0018361873001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Welfare Fund Of Local No. One I.A.T.S.E.
- EIN
- 13-6174166
- Plan number
- 501
- Location
- New York, NY
- Participants
- 2,760
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,507,073
- Total liabilities (EOY)
- $6,560,541
- Net assets (EOY)
- $58,946,532
- Employer contributions
- $55,253,478
- Participant contributions
- $4,063,540
- Total income / additions
- $61,466,402
- Benefits paid
- $44,332,894
- Administrative expenses
- $1,800,539
- Total expenses
- $46,133,433
- Net increase / (decrease)
- $15,332,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $1,034,302 | not reported in the loaded dataset |
| Saveonsp, LLC | NONE | $581,659 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $328,516 | not reported in the loaded dataset |
| Proskauer Rose, Llp | NONE | $185,438 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $147,159 | not reported in the loaded dataset |
| Spivak Lipton, Llp | NONE | $77,067 | not reported in the loaded dataset |
| Ducenta Squared Asset Management | NONE | $62,757 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $57,261 | not reported in the loaded dataset |
| Segal Select Insurance Services,Inc | NONE | $0 | $21,887 |
| Adeptus Advisors, LLC | NONE | $16,800 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $15,583 | not reported in the loaded dataset |
| Syntonic Systems, Inc. | NONE | $14,580 | not reported in the loaded dataset |
| 9 To 5 Office Supplies | NONE | $14,405 | not reported in the loaded dataset |
| Comprehensive Consulting Solutions | NONE | $12,067 | not reported in the loaded dataset |
| Principal Building Services | NONE | $11,176 | not reported in the loaded dataset |
| Pwc Consulting | NONE | $10,800 | not reported in the loaded dataset |
| Pylon Logistics | NONE | $10,023 | not reported in the loaded dataset |
| Comerica | NONE | $7,590 | $0 |
| Prelude Consulting, Inc. | NONE | $7,361 | not reported in the loaded dataset |