General Building Laborers' Local 66 Welfare Fund — Form 5500 plan (Bd Of Trustees Gen'L Blg Laborers' Local 66 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, General Building Laborers' Local 66 Welfare Fund is a benefit plan reported by Bd Of Trustees Gen'L Blg Laborers' Local 66 Welfare Fund under EIN 11-1627279 and plan number 501. The latest loaded filing year is 2023. The filing reports 671 participants and $49,459,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Gen'L Blg Laborers' Local 66 Welfare Fund
- EIN
- 11-1627279
- Plan number
- 501
- Plan type
- 1
- Location
- Melville, NY
- Latest filing year
- 2023
- Participants
- 671
- End-of-year plan assets
- $49,459,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 671 | H, C | 20241209114818NAL0006613299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,459,057
- Total liabilities (EOY)
- $14,289,680
- Net assets (EOY)
- $35,169,377
- Net assets (BOY)
- $30,586,491
Income & contributions
- Employer contributions
- $12,567,390
- Participant contributions
- $2,825,820
- Total contributions
- $15,393,210
- Total income / additions
- $18,828,524
Expenses & distributions
- Benefits paid
- $12,689,246
- Administrative expenses
- $1,556,392
- Total expenses
- $14,245,638
- Net increase / (decrease)
- $4,582,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnacare Administrative Services | NONE | $299,468 | $22,806 | 2023 |
| The Segal Co. (Eastern States), Inc | NONE | $117,121 | $62,940 | 2023 |
| Schultheis & Panettieri, Llp | NONE | $173,573 | not reported in the loaded dataset | 2023 |
| Allen Marmor | NONE | $142,592 | not reported in the loaded dataset | 2023 |
| Adam Glaser | NONE | $106,985 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $106,312 | not reported in the loaded dataset | 2023 |
| Florence Hilbrandt | NONE | $93,250 | $900 | 2023 |
| Bridgeway Benefit Technologies | NONE | $92,339 | not reported in the loaded dataset | 2023 |
| High Level Technologies, Inc. | COMPUTER CONSULTANT | $91,376 | not reported in the loaded dataset | 2023 |
| Louise Perugini | NONE | $83,293 | not reported in the loaded dataset | 2023 |
| Deborah Romaneck | NONE | $73,775 | not reported in the loaded dataset | 2023 |
| Gary June | NONE | $65,540 | not reported in the loaded dataset | 2023 |
| Farcjitt Bernard | NONE | $60,877 | not reported in the loaded dataset | 2023 |
| Iliannette Read | NONE | $53,659 | not reported in the loaded dataset | 2023 |
| Ana Zappasodi | NONE | $48,262 | not reported in the loaded dataset | 2023 |
| Wendy Heid | NONE | $47,623 | not reported in the loaded dataset | 2023 |
| Lavelle Law & Associates, P.C. | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management, LLC | NONE | $41,903 | not reported in the loaded dataset | 2023 |
| Allison O'Rourke | NONE | $38,955 | not reported in the loaded dataset | 2023 |
| Labor Edu & Comm Svc Agency | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Administrative Services Only, Inc. | NONE | $14,158 | not reported in the loaded dataset | 2023 |
| Dahab Associates, Inc | NONE | $8,755 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Gen'L Blg Laborers' Local 66 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Melville, NY
- Magnacare Administrative Services — Schedule C compensation
- The Segal Co. (Eastern States), Inc — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Allen Marmor — Schedule C compensation
- Adam Glaser — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Florence Hilbrandt — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- High Level Technologies, Inc. — Schedule C compensation
- Louise Perugini — Schedule C compensation
- Deborah Romaneck — Schedule C compensation
- Gary June — Schedule C compensation
- Farcjitt Bernard — Schedule C compensation
- Iliannette Read — Schedule C compensation
- Ana Zappasodi — Schedule C compensation
- Wendy Heid — Schedule C compensation
- Lavelle Law & Associates, P.C. — Schedule C compensation
- Lazard Asset Management, LLC — Schedule C compensation
- Allison O'Rourke — Schedule C compensation
- Labor Edu & Comm Svc Agency — Schedule C compensation
- Administrative Services Only, Inc. — Schedule C compensation
- Dahab Associates, Inc — Schedule C compensation