2023 Form 5500 filing — Laborers Local 754 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 20250411142347NAL0014164595001) for Laborers Local 754 Welfare Fund, reported by Trustees Of Local 754 Welfare Fund under EIN 13-1895923 and plan number 501. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411142347NAL0014164595001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 754 Welfare Fund
- EIN
- 13-1895923
- Plan number
- 501
- Location
- Chestnut Ridge, NY
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,827,180
- Total liabilities (EOY)
- $1,430,251
- Net assets (EOY)
- $18,396,929
- Employer contributions
- $4,897,158
- Participant contributions
- $193,389
- Total income / additions
- $5,755,053
- Benefits paid
- $3,199,683
- Administrative expenses
- $597,378
- Total expenses
- $3,799,286
- Net increase / (decrease)
- $1,955,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health | NONE | $128,743 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $57,759 | not reported in the loaded dataset |
| Vincenza Quinlan | EMPLOYEE | $44,753 | not reported in the loaded dataset |
| Mspc | NONE | $31,429 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $28,600 | not reported in the loaded dataset |
| Sherry Maragliano | EMPLOYEE | $28,588 | not reported in the loaded dataset |
| Holm & O'Hara | NONE | $25,300 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $22,210 | not reported in the loaded dataset |
| Segall Bryant & Hammill | NONE | $13,553 | not reported in the loaded dataset |
| M&T Bank | NONE | $12,170 | $0 |
| Express Scripts | NONE | $9,555 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $9,000 | $0 |
| Evicore Healthcare Msi, LLC | NONE | $5,416 | not reported in the loaded dataset |