2023 Form 5500 filing — Wine And Liquor Salesmen Of Nj Welfare 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 20250813121905NAL0020165314001) for Wine And Liquor Salesmen Of Nj Welfare Plan, reported by Wine And Liquor Salesmen Of New Jersey Local No. 19d Welfare Fund under EIN 22-1522177 and plan number 501. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813121905NAL0020165314001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Wine And Liquor Salesmen Of New Jersey Local No. 19d Welfare Fund
- EIN
- 22-1522177
- Plan number
- 501
- Location
- Staten Island, NY
- Participants
- 382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $679,340
- Total liabilities (EOY)
- $3,803,443
- Net assets (EOY)
- -$3,124,103
- Employer contributions
- $7,626,105
- Participant contributions
- $34,354
- Total income / additions
- $8,088,801
- Benefits paid
- $6,750,978
- Administrative expenses
- $419,724
- Total expenses
- $7,170,702
- Net increase / (decrease)
- $918,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross And Blue Sheild | NONE | $210,026 | not reported in the loaded dataset |
| Maria Amico | EMPLOYEE OF RELATED ORG | $66,788 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc. | ACTUARY OF RELATED ORG | $32,325 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | ACCOUNTANT OF RELATED ORG | $25,000 | not reported in the loaded dataset |
| Counsel Advisors, Inc. | NONE | $14,250 | not reported in the loaded dataset |
| Oransky, Scaraggi & Borg, Pc | NONE | $11,000 | not reported in the loaded dataset |
| Proskauer Rose, Llp | LAWYER OF RELATED ORG | $7,898 | not reported in the loaded dataset |