2023 Form 5500 filing — Donnelly-Boland And Associates Welfare Benefits Plan
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 20250415095452NAL0003195825004) for Donnelly-Boland And Associates Welfare Benefits Plan, reported by Donnelly-Boland And Associates under EIN 25-1685793 and plan number 504. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415095452NAL0003195825004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donnelly-Boland And Associates
- EIN
- 25-1685793
- Plan number
- 504
- Location
- Pittsburgh, PA
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,215,799
- Total liabilities (EOY)
- $1,677,043
- Net assets (EOY)
- $2,538,756
- Employer contributions
- $3,549,802
- Participant contributions
- $852,123
- Total income / additions
- $4,677,592
- Benefits paid
- $4,388,708
- Administrative expenses
- $37,282
- Total expenses
- $4,425,990
- Net increase / (decrease)
- $251,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Trust Company | NONE | $19,879 | not reported in the loaded dataset |
| Sun Life Assurance Co. Of Canada | NONE | $14,570 | not reported in the loaded dataset |
| Baker Tilly | NONE | $12,000 | not reported in the loaded dataset |