Local 1205 Welfare Fund — Form 5500 plan (Board Of Trustees Of Local 1205 Welfare Fund)
Plain-English plan 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, Local 1205 Welfare Fund is a benefit plan reported by Board Of Trustees Of Local 1205 Welfare Fund under EIN 11-1586595 and plan number 501. The latest loaded filing year is 2023. The filing reports 852 participants and $37,613,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 1205 Welfare Fund
- EIN
- 11-1586595
- Plan number
- 501
- Plan type
- 1
- Location
- Farmingdale, NY
- Latest filing year
- 2023
- Participants
- 852
- End-of-year plan assets
- $37,613,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 852 | H, C | 20250303121309NAL0003322019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,613,542
- Total liabilities (EOY)
- $4,889,984
- Net assets (EOY)
- $32,723,558
- Net assets (BOY)
- $31,579,283
Income & contributions
- Employer contributions
- $17,400,454
- Participant contributions
- $384,173
- Total contributions
- $17,784,627
- Total income / additions
- $22,525,534
Expenses & distributions
- Benefits paid
- $20,609,194
- Administrative expenses
- $772,065
- Total expenses
- $21,381,259
- Net increase / (decrease)
- $1,144,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $277,267 | $0 | 2023 |
| Magnacare Administrative Services | NONE | $105,723 | not reported in the loaded dataset | 2023 |
| Venus Temple | EMPLOYEE | $91,992 | not reported in the loaded dataset | 2023 |
| Tina Nardi | EMPLOYEE | $82,439 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $73,834 | not reported in the loaded dataset | 2023 |
| Rothman Rocca Laruffa, Llp | NONE | $61,325 | not reported in the loaded dataset | 2023 |
| Melissa Dimaria | EMPLOYEE | $55,260 | not reported in the loaded dataset | 2023 |
| Paige Golding | EMPLOYEE | $49,730 | not reported in the loaded dataset | 2023 |
| Chrissy Sinacori | EMPLOYEE | $44,337 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $43,364 | not reported in the loaded dataset | 2023 |
| Amalgamated Medical Care Mgmt. | NONE | $36,079 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc | NONE | $35,471 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $28,568 | not reported in the loaded dataset | 2023 |
| Teamster Center Services | NONE | $22,046 | not reported in the loaded dataset | 2023 |
| Self-Insured Dental Services | NONE | $21,995 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $19,608 | not reported in the loaded dataset | 2023 |
| Highland Capital Management, LLC | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $8,283 | $116 | 2023 |
| Fredrick Ast | NONE | $6,600 | not reported in the loaded dataset | 2023 |
| United Labor Systems | NONE | $5,850 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman Advisors LLC | NONE | $5,780 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services, In | not reported in the loaded dataset | $0 | $5,743 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 1205 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Farmingdale, NY
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Magnacare Administrative Services — Schedule C compensation
- Venus Temple — Schedule C compensation
- Tina Nardi — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Rothman Rocca Laruffa, Llp — Schedule C compensation
- Melissa Dimaria — Schedule C compensation
- Paige Golding — Schedule C compensation
- Chrissy Sinacori — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Amalgamated Medical Care Mgmt. — Schedule C compensation
- Express Scripts, Inc — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Teamster Center Services — Schedule C compensation
- Self-Insured Dental Services — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Highland Capital Management, LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Fredrick Ast — Schedule C compensation
- United Labor Systems — Schedule C compensation
- Citrin Cooperman Advisors LLC — Schedule C compensation
- Segal Select Insurance Services, In — Schedule C compensation