2023 Form 5500 filing — Allied Industries Local 427 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 20250709162656NAL0005895025001) for Allied Industries Local 427 Welfare Fund, reported by Allied Industries Local 427 Welfare Fund under EIN 23-7170500 and plan number 501. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709162656NAL0005895025001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Allied Industries Local 427 Welfare Fund
- EIN
- 23-7170500
- Plan number
- 501
- Location
- New York, NY
- Participants
- 22
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,363,038
- Total liabilities (EOY)
- $151,051
- Net assets (EOY)
- $8,211,987
- Employer contributions
- $211,175
- Total income / additions
- $1,673,785
- Benefits paid
- $277,574
- Administrative expenses
- $339,842
- Total expenses
- $697,390
- Net increase / (decrease)
- $976,395
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohen, Weiss And Simon Llp | NONE | $160,010 | not reported in the loaded dataset |
| Blankrome | ATTORNEY | $89,415 | not reported in the loaded dataset |
| Dh Cook Associates, Inc | ADMIN AND CLAIM PROCESSOR | $36,000 | not reported in the loaded dataset |
| Rogoff & Company, Pc | NONE | $29,108 | not reported in the loaded dataset |
| C.S. Mckee L.P. | INV CUSTODIAN AND MANAGER | $21,840 | not reported in the loaded dataset |
| Csm Advisors, LLC | INV ADVISOR | $12,586 | $0 |
| Dahab Associates, Inc. | INV CONSULTANT | $12,500 | $0 |
| Erisa Advisory Group | NONE | $6,944 | not reported in the loaded dataset |
| Peter Mitchell | TRUSTEE | $6,416 | $0 |
| Daniel Silverman | TRUSTEE | $6,000 | $0 |