2023 Form 5500 filing — Wholesale Wine Salesmen'S Union Local 18-D 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 20250414082316NAL0001566929001) for Wholesale Wine Salesmen'S Union Local 18-D Welfare Fund, reported by Board Of Trustees Wholesale Wine Salesmen'S Union Local 18-D Welfare F under EIN 13-6118801 and plan number 501. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414082316NAL0001566929001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Wholesale Wine Salesmen'S Union Local 18-D Welfare F
- EIN
- 13-6118801
- Plan number
- 501
- Location
- Staten Island, NY
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,882,596
- Total liabilities (EOY)
- $378,127
- Net assets (EOY)
- $2,504,469
- Employer contributions
- $1,024,845
- Participant contributions
- $416,490
- Total income / additions
- $1,573,728
- Benefits paid
- $1,183,899
- Administrative expenses
- $203,751
- Total expenses
- $1,387,650
- Net increase / (decrease)
- $186,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Weaver And Tidwell, Llp | PERF. SERV. FOR REL PLANS | $48,411 | not reported in the loaded dataset |
| Delta Dental Of Nj, Inc | NONE | $38,234 | not reported in the loaded dataset |
| Solstice | NONE | $20,580 | not reported in the loaded dataset |
| Milliman, Inc | PERF. SERV. FOR REL PLANS | $6,000 | not reported in the loaded dataset |