2023 Form 5500 filing — Local 947 Health And Welfare Fund 3 Main Street Kings Park, Ny 11754
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 20250917163412NAL0000750403001) for Local 947 Health And Welfare Fund 3 Main Street Kings Park, Ny 11754, reported by Board Of Trustees Local 947 Health And Welfare Fund under EIN 13-4191811 and plan number 501. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250917163412NAL0000750403001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 947 Health And Welfare Fund
- EIN
- 13-4191811
- Plan number
- 501
- Location
- Kings Park, NY
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,697,318
- Total liabilities (EOY)
- $485,868
- Net assets (EOY)
- $1,211,450
- Employer contributions
- $5,797,568
- Total income / additions
- $5,871,925
- Benefits paid
- $5,534,791
- Administrative expenses
- $237,901
- Total expenses
- $5,772,692
- Net increase / (decrease)
- $99,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jeannie Calderon | EMPLOYEE | $86,280 | $0 |
| Gloria Larrondo | EMPLOYEE | $51,138 | $0 |
| Charles Muniz | EMPLOYEE | $23,800 | $0 |
| Costarothbort Cpas LLC | ACCOUNTANT | $14,500 | $0 |
| Isabel Vazquez | EMPLOYEE | $9,904 | $0 |