Local 804 Welfare Trust Fund — Form 5500 plan (Board Of Trustees Local 804 Welfare Trust 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 804 Welfare Trust Fund is a benefit plan reported by Board Of Trustees Local 804 Welfare Trust Fund under EIN 11-1637886 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,984 participants and $152,158,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 804 Welfare Trust Fund
- EIN
- 11-1637886
- Plan number
- 501
- Plan type
- 1
- Location
- Port Washington, NY
- Latest filing year
- 2023
- Participants
- 5,984
- End-of-year plan assets
- $152,158,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,984 | H, C | 20250317163454NAL0001863217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,158,930
- Total liabilities (EOY)
- $23,129,623
- Net assets (EOY)
- $129,029,307
- Net assets (BOY)
- $133,729,708
Income & contributions
- Employer contributions
- $133,085,582
- Participant contributions
- $3,193,263
- Total contributions
- $136,278,845
- Total income / additions
- $140,750,225
Expenses & distributions
- Benefits paid
- $137,333,116
- Administrative expenses
- $8,117,510
- Total expenses
- $145,450,626
- Net increase / (decrease)
- -$4,700,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire_anthem (Aka Elevance Health) | NONE | $2,260,927 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY FOR RELATED PLAN | $497,720 | not reported in the loaded dataset | 2023 |
| New York Medical Management, Inc. | REL'D TO HEALTH PLAN SYS | $442,478 | not reported in the loaded dataset | 2023 |
| Comprehensive Healthcare_fka Hps | IT CONSULT'-RELATED PLANS | $414,439 | not reported in the loaded dataset | 2023 |
| Express Scripts (Aka Evernorth) | NONE | $272,107 | not reported in the loaded dataset | 2023 |
| Marc Panteleone | EMPLOYEE | $236,494 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | COUNSEL FOR RELATED PLANS | $227,400 | not reported in the loaded dataset | 2023 |
| Maggie Wu | EMPLOYEE | $222,153 | not reported in the loaded dataset | 2023 |
| James Panteleone | EMPLOYEE | $161,066 | not reported in the loaded dataset | 2023 |
| Teamster Center Services Fund | NONE | $152,846 | not reported in the loaded dataset | 2023 |
| Anna Bychowski | EMPLOYEE | $142,366 | not reported in the loaded dataset | 2023 |
| Christine Nicoletti | EMPLOYEE | $139,524 | not reported in the loaded dataset | 2023 |
| Celia Liaw | EMPLOYEE | $127,527 | not reported in the loaded dataset | 2023 |
| Weaver_barksdale Investment Mgmt | NONE | $112,719 | not reported in the loaded dataset | 2023 |
| Lisa Rosa | EMPLOYEE | $105,292 | not reported in the loaded dataset | 2023 |
| Anwar Zaidi | EMPLOYEE | $103,573 | not reported in the loaded dataset | 2023 |
| Concepcion Acevedo | EMPLOYEE | $99,319 | not reported in the loaded dataset | 2023 |
| Dorothy Lubera | EMPLOYEE | $99,107 | not reported in the loaded dataset | 2023 |
| James Soliwoda | EMPLOYEE | $96,570 | not reported in the loaded dataset | 2023 |
| Janina Jones | EMPLOYEE | $87,769 | not reported in the loaded dataset | 2023 |
| Nancy Rosas | EMPLOYEE | $85,243 | not reported in the loaded dataset | 2023 |
| Cohen,Weiss And Simon Llp | COUNSEL FOR RELATED PLAN | $84,669 | not reported in the loaded dataset | 2023 |
| Anthony Scully | EMPLOYEE | $79,574 | not reported in the loaded dataset | 2023 |
| Jeanette Brown | EMPLOYEE | $76,144 | not reported in the loaded dataset | 2023 |
| Meagan Adrian-Irizarry | EMPLOYEE | $74,016 | not reported in the loaded dataset | 2023 |
| Dr. Asher Mansdorf | NONE | $60,050 | not reported in the loaded dataset | 2023 |
| Katherine Cando | EMPLOYEE | $56,806 | not reported in the loaded dataset | 2023 |
| Pamela Garcia | EMPLOYEE | $49,544 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | AUDITOR FOR RELATED PLANS | $49,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | PLAN CUSTODIAN | $48,664 | $0 | 2023 |
| Morgan Stanley_graystone | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Miriam Camacho | EMPLOYEE | $39,493 | not reported in the loaded dataset | 2023 |
| Elisha Richards | EMPLOYEE | $28,670 | not reported in the loaded dataset | 2023 |
| Dr. Frederick M. Tucci | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $9,392 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 804 Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Port Washington, NY
- Empire_anthem (Aka Elevance Health) — Schedule C compensation
- The Segal Company — Schedule C compensation
- New York Medical Management, Inc. — Schedule C compensation
- Comprehensive Healthcare_fka Hps — Schedule C compensation
- Express Scripts (Aka Evernorth) — Schedule C compensation
- Marc Panteleone — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Maggie Wu — Schedule C compensation
- James Panteleone — Schedule C compensation
- Teamster Center Services Fund — Schedule C compensation
- Anna Bychowski — Schedule C compensation
- Christine Nicoletti — Schedule C compensation
- Celia Liaw — Schedule C compensation
- Weaver_barksdale Investment Mgmt — Schedule C compensation
- Lisa Rosa — Schedule C compensation
- Anwar Zaidi — Schedule C compensation
- Concepcion Acevedo — Schedule C compensation
- Dorothy Lubera — Schedule C compensation
- James Soliwoda — Schedule C compensation
- Janina Jones — Schedule C compensation
- Nancy Rosas — Schedule C compensation
- Cohen,Weiss And Simon Llp — Schedule C compensation
- Anthony Scully — Schedule C compensation
- Jeanette Brown — Schedule C compensation
- Meagan Adrian-Irizarry — Schedule C compensation
- Dr. Asher Mansdorf — Schedule C compensation
- Katherine Cando — Schedule C compensation
- Pamela Garcia — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Morgan Stanley_graystone — Schedule C compensation
- Miriam Camacho — Schedule C compensation
- Elisha Richards — Schedule C compensation
- Dr. Frederick M. Tucci — Schedule C compensation
- Northern Trust Company — Schedule C compensation