2023 Form 5500 filing — Wine, Liquor & Distillery Workers Union Local 1-D, Major Medical 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 20250820094237NAL0001542707001) for Wine, Liquor & Distillery Workers Union Local 1-D, Major Medical Plan, reported by Wine, Liquor & Distillery Workers Union Plan under EIN 13-1973409 and plan number 501. It reports 1,118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250820094237NAL0001542707001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Wine, Liquor & Distillery Workers Union Plan
- EIN
- 13-1973409
- Plan number
- 501
- Location
- Brooklyn, NY
- Participants
- 1,118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,543,531
- Total liabilities (EOY)
- $3,270,489
- Net assets (EOY)
- $14,273,042
- Employer contributions
- $21,109,152
- Participant contributions
- $38,629
- Total income / additions
- $22,176,045
- Benefits paid
- $18,051,283
- Administrative expenses
- $1,303,796
- Total expenses
- $19,355,079
- Net increase / (decrease)
- $2,820,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arethia Bazemore | EMPLOYEE | $82,765 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | AUDITOR-REL'D ORGANIZATIO | $74,325 | not reported in the loaded dataset |
| Vilma Reinhardt | EMPLOYEE | $61,211 | not reported in the loaded dataset |
| Danielle Cognetta | EMPLOYEE | $49,665 | not reported in the loaded dataset |
| Milliman, Inc. | CONSULTANT-REL'D ORG'N | $35,488 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $32,645 | not reported in the loaded dataset |
| Zazzali, P.C. | COUNSEL-REL'D ORG'N | $27,535 | not reported in the loaded dataset |
| Manning And Napier Advisors, LLC | INV'T MNG'R-RELATED ORG'N | $17,462 | not reported in the loaded dataset |
| Merrill Lynch | CUSTODIAN-REL'D ORG'N | $12,832 | $0 |
| O'Connor & Mangan, P.C. | COUNSEL-REL'D ORG'N | $10,175 | not reported in the loaded dataset |